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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 | $42,376 | $49,177-13.8% | $79,467-46.7% | $64,173-34.0% |
| Participation rate | 73.4% | 65.0%+8.4pp | 73.3%+0.1pp | 69.6%+3.9pp |
| Annual return | -7.67% | -1.16%-6.5pp | 718.30%-726.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $450 | $2,076-78.3% | $2,800-83.9% | $2,381-81.1% |
| Participant deferral / active EE | $2,785 | $2,821-1.3% | $3,704-24.8% | $3,470-19.7% |
| Admin fee / account holder | $5,338 | $3,839+39.1% | $5,104+4.6% | $4,887+9.2% |