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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 | $46,613 | $133,983-65.2% | $112,244-58.5% | $134,493-65.3% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -19.17% | 47.13%-66.3pp | 27.46%-46.6pp | 418.01%-437.2pp |
| Employer contribution / active EE | $7,172 | $4,039+77.6% | $3,635+97.3% | $4,740+51.3% |
| Participant deferral / active EE | $3,538 | $5,291-33.1% | $4,728-25.2% | $6,400-44.7% |
| Admin fee / account holder | $10,411 | $7,490+39.0% | $6,411+62.4% | $11,425-8.9% |