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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 | $25,766 | $75,962-66.1% | $154,108-83.3% | $64,173-59.8% |
| Participation rate | 82.5% | 70.4%+12.1pp | 83.0%-0.5pp | 69.6%+12.9pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,421 | $3,350-27.7% | $5,298-54.3% | $2,381+1.7% |
| Participant deferral / active EE | $3,144 | $3,175-1.0% | $5,081-38.1% | $3,470-9.4% |
| Admin fee / account holder | $7,098 | $5,589+27.0% | $13,411-47.1% | $4,887+45.2% |