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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 | $79,574 | $59,107+34.6% | $86,439-7.9% | $68,495+16.2% |
| Participation rate | 75.5% | 75.2%+0.2pp | 80.3%-4.9pp | 67.9%+7.6pp |
| Annual return | -17.98% | -0.23%-17.8pp | 4395.55%-4413.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $952 | $2,519-62.2% | $3,769-74.7% | $2,596-63.3% |
| Participant deferral / active EE | $4,251 | $5,901-28.0% | $6,952-38.9% | $4,028+5.5% |
| Admin fee / account holder | $3,185 | $5,637-43.5% | $6,732-52.7% | $5,403-41.0% |