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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 | $51,909 | $82,674-37.2% | $125,363-58.6% | $68,495-24.2% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -15.46% | -5.97%-9.5pp | 572.15%-587.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,748 | $3,382-18.7% | $4,815-42.9% | $2,596+5.8% |
| Participant deferral / active EE | $4,957 | $6,111-18.9% | $7,447-33.4% | $4,028+23.1% |
| Admin fee / account holder | $1,811 | $6,276-71.1% | $10,005-81.9% | $5,403-66.5% |