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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 | $36,424 | $44,850-18.8% | $60,547-39.8% | $59,633-38.9% |
| Participation rate | 80.0% | 59.5%+20.5pp | 68.0%+12.0pp | 68.7%+11.3pp |
| Annual return | -2.68% | 1074.14%-1076.8pp | 335.64%-338.3pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,921 | $1,462+31.4% | $2,419-20.6% | $2,203-12.8% |
| Participant deferral / active EE | $3,367 | $2,230+51.0% | $3,328+1.2% | $3,192+5.5% |
| Admin fee / account holder | $334 | $3,635-90.8% | $4,536-92.6% | $4,297-92.2% |