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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 | $61,617 | $82,674-25.5% | $125,363-50.8% | $68,495-10.0% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -0.85% | -5.97%+5.1pp | 572.15%-573.0pp | -7.84%+7.0pp |
| Employer contribution / active EE | $3,912 | $3,382+15.7% | $4,815-18.8% | $2,596+50.7% |
| Participant deferral / active EE | $8,243 | $6,111+34.9% | $7,447+10.7% | $4,028+104.7% |
| Admin fee / account holder | $718 | $6,276-88.6% | $10,005-92.8% | $5,403-86.7% |