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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 | $79,839 | $82,674-3.4% | $125,363-36.3% | $68,495+16.6% |
| Participation rate | 87.7% | 75.0%+12.6pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -10.68% | -5.97%-4.7pp | 572.15%-582.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,337 | $3,382-30.9% | $4,815-51.5% | $2,596-10.0% |
| Participant deferral / active EE | $6,020 | $6,111-1.5% | $7,447-19.2% | $4,028+49.5% |
| Admin fee / account holder | $9,128 | $6,276+45.4% | $10,005-8.8% | $5,403+68.9% |