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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 | $42,822 | $82,674-48.2% | $125,381-65.8% | $68,486-37.5% |
| Participation rate | 83.5% | 75.1%+8.5pp | 82.4%+1.2pp | 67.9%+15.7pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,408 | $3,382+30.3% | $4,815-8.5% | $2,597+69.8% |
| Participant deferral / active EE | $10,827 | $6,111+77.2% | $7,448+45.4% | $4,028+168.8% |
| Admin fee / account holder | $3,931 | $6,277-37.4% | $10,007-60.7% | $5,404-27.3% |