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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 | $72,384 | $134,001-46.0% | $112,258-35.5% | $134,509-46.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -17.53% | 47.15%-64.7pp | 27.47%-45.0pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,835 | $4,039-29.8% | $3,636-22.0% | $4,741-40.2% |
| Participant deferral / active EE | $5,242 | $5,291-0.9% | $4,728+10.9% | $6,400-18.1% |
| Admin fee / account holder | $913 | $7,491-87.8% | $6,411-85.8% | $11,427-92.0% |