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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 | $33,387 | $95,979-65.2% | $74,551-55.2% | $135,380-75.3% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -6.41% | 56.97%-63.4pp | 32.53%-38.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,165 | $2,716-20.3% | $1,961+10.4% | $4,779-54.7% |
| Participant deferral / active EE | $2,858 | $3,844-25.7% | $3,108-8.1% | $5,609-49.1% |
| Admin fee / account holder | $845 | $6,522-87.0% | $5,059-83.3% | $10,828-92.2% |