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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 | $55,063 | $133,981-58.9% | $112,249-50.9% | $134,532-59.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.72% | 47.16%-60.9pp | 27.48%-41.2pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,407 | $4,040-65.2% | $3,636-61.3% | $4,741-70.3% |
| Participant deferral / active EE | $5,851 | $5,292+10.6% | $4,729+23.7% | $6,401-8.6% |
| Admin fee / account holder | $7,151 | $7,492-4.6% | $6,412+11.5% | $11,429-37.4% |