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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,221 | $82,314-32.9% | $68,808-19.7% | $134,532-59.0% |
| Participation rate | 94.1% | 75.1%+19.1pp | 69.0%+25.1pp | 81.2%+12.9pp |
| Annual return | -11.79% | -2.18%-9.6pp | -6.37%-5.4pp | 418.27%-430.1pp |
| Employer contribution / active EE | $1,960 | $3,301-40.6% | $2,656-26.2% | $4,741-58.7% |
| Participant deferral / active EE | $5,631 | $4,740+18.8% | $3,942+42.8% | $6,401-12.0% |
| Admin fee / account holder | $1,636 | $6,484-74.8% | $4,936-66.9% | $11,429-85.7% |