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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 | $73,614 | $82,674-11.0% | $125,381-41.3% | $68,486+7.5% |
| Participation rate | 81.8% | 75.1%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -13.09% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,360 | $3,382-30.2% | $4,815-51.0% | $2,597-9.1% |
| Participant deferral / active EE | $5,661 | $6,111-7.4% | $7,448-24.0% | $4,028+40.6% |
| Admin fee / account holder | $1,814 | $6,277-71.1% | $10,007-81.9% | $5,404-66.4% |