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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 | $60,212 | $100,805-40.3% | $86,698-30.6% | $134,532-55.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.31% | 29.09%-46.4pp | 35.95%-53.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $11,155 | $3,490+219.6% | $2,837+293.2% | $4,741+135.3% |
| Participant deferral / active EE | $9,129 | $5,339+71.0% | $4,656+96.1% | $6,401+42.6% |
| Admin fee / account holder | $1,279 | $10,925-88.3% | $7,493-82.9% | $11,429-88.8% |