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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 | $53,371 | $39,798+34.1% | $67,704-21.2% | $59,633-10.5% |
| Participation rate | 86.8% | 57.4%+29.5pp | 67.5%+19.3pp | 68.7%+18.2pp |
| Annual return | -0.60% | 89.94%-90.5pp | 25.41%-26.0pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $661 | $1,393-52.5% | $2,559-74.2% | $2,203-70.0% |
| Participant deferral / active EE | $3,479 | $2,335+49.0% | $3,585-3.0% | $3,192+9.0% |
| Admin fee / account holder | $2,536 | $3,212-21.1% | $4,255-40.4% | $4,297-41.0% |