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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 | $59,739 | $133,998-55.4% | $112,263-46.8% | $134,545-55.6% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.43% | 47.17%-66.6pp | 27.49%-46.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,555 | $4,040-36.8% | $3,636-29.7% | $4,742-46.1% |
| Participant deferral / active EE | $10,591 | $5,292+100.1% | $4,729+124.0% | $6,401+65.5% |
| Admin fee / account holder | $1,087 | $7,493-85.5% | $6,410-83.0% | $11,431-90.5% |