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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 | $35,178 | $59,107-40.5% | $86,439-59.3% | $68,495-48.6% |
| Participation rate | 77.3% | 75.2%+2.0pp | 80.3%-3.1pp | 67.9%+9.4pp |
| Annual return | -18.07% | -0.23%-17.8pp | 4395.55%-4413.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,974 | $2,519+18.1% | $3,769-21.1% | $2,596+14.5% |
| Participant deferral / active EE | $8,701 | $5,901+47.4% | $6,952+25.2% | $4,028+116.0% |
| Admin fee / account holder | $1,927 | $5,637-65.8% | $6,732-71.4% | $5,403-64.3% |