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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 | $79,351 | $69,518+14.1% | $59,887+32.5% | $135,379-41.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.7%+16.2pp | 82.6%+8.3pp |
| Annual return | -1.57% | 7.95%-9.5pp | 3.46%-5.0pp | 519.79%-521.4pp |
| Employer contribution / active EE | $1,176 | $3,235-63.6% | $2,722-56.8% | $4,779-75.4% |
| Participant deferral / active EE | $3,941 | $4,204-6.3% | $3,402+15.8% | $5,609-29.7% |
| Admin fee / account holder | $4,234 | $5,734-26.2% | $3,591+17.9% | $10,828-60.9% |