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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 | $78,397 | $133,981-41.5% | $112,249-30.2% | $134,532-41.7% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -15.81% | 47.16%-63.0pp | 27.48%-43.3pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,448 | $4,040-64.2% | $3,636-60.2% | $4,741-69.5% |
| Participant deferral / active EE | $3,022 | $5,292-42.9% | $4,729-36.1% | $6,401-52.8% |
| Admin fee / account holder | $2,096 | $7,492-72.0% | $6,412-67.3% | $11,429-81.7% |