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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 | $57,347 | $54,370+5.5% | $82,763-30.7% | $68,490-16.3% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -10.49% | -13.67%+3.2pp | 702.45%-712.9pp | -7.85%-2.6pp |
| Employer contribution / active EE | $5,333 | $2,219+140.3% | $3,008+77.3% | $2,597+105.4% |
| Participant deferral / active EE | $5,411 | $3,247+66.6% | $4,395+23.1% | $4,028+34.3% |
| Admin fee / account holder | $1,526 | $4,398-65.3% | $5,325-71.3% | $5,403-71.8% |