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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 | $224,557 | $46,689+381.0% | $117,498+91.1% | $68,495+227.8% |
| Participation rate | 80.6% | 56.8%+23.8pp | 70.6%+10.0pp | 67.9%+12.7pp |
| Annual return | -15.91% | -14.52%-1.4pp | 29.75%-45.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,531 | $2,637+261.4% | $4,071+134.1% | $4,028+136.7% |
| Admin fee / account holder | $33,904 | $4,021+743.1% | $5,646+500.5% | $5,403+527.5% |