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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 | $28,665 | $82,678-65.3% | $125,391-77.1% | $68,490-58.1% |
| Participation rate | 71.7% | 75.1%-3.4pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -18.03% | -5.97%-12.1pp | 572.41%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,162 | $3,382+23.1% | $4,816-13.6% | $2,597+60.3% |
| Participant deferral / active EE | $8,372 | $6,111+37.0% | $7,448+12.4% | $4,028+107.9% |
| Admin fee / account holder | $2,041 | $6,277-67.5% | $10,009-79.6% | $5,403-62.2% |