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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 | $37,608 | $190,916-80.3% | $160,037-76.5% | $134,545-72.0% |
| Participation rate | 78.9% | 82.0%-3.0pp | 78.0%+1.0pp | 81.2%-2.3pp |
| Annual return | -19.39% | 552.79%-572.2pp | 408.95%-428.3pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,687 | $4,996-46.2% | $4,226-36.4% | $4,742-43.3% |
| Participant deferral / active EE | $6,515 | $6,925-5.9% | $6,184+5.4% | $6,401+1.8% |
| Admin fee / account holder | $1,278 | $10,497-87.8% | $8,716-85.3% | $11,431-88.8% |