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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 | $46,659 | $82,674-43.6% | $125,363-62.8% | $68,495-31.9% |
| Participation rate | 78.9% | 75.0%+3.8pp | 82.4%-3.5pp | 67.9%+11.0pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.15%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,462 | $3,382+2.4% | $4,815-28.1% | $2,596+33.3% |
| Participant deferral / active EE | $5,748 | $6,111-5.9% | $7,447-22.8% | $4,028+42.7% |
| Admin fee / account holder | $1,113 | $6,276-82.3% | $10,005-88.9% | $5,403-79.4% |