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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 | $56,193 | $82,678-32.0% | $125,391-55.2% | $68,490-18.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,558 | $3,382+5.2% | $4,816-26.1% | $2,597+37.0% |
| Participant deferral / active EE | $7,147 | $6,111+16.9% | $7,448-4.0% | $4,028+77.4% |
| Admin fee / account holder | $15,917 | $6,277+153.6% | $10,009+59.0% | $5,403+194.6% |