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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 | $81,710 | $95,193-14.2% | $76,523+6.8% | $135,382-39.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.60% | 4.85%-13.5pp | -0.27%-8.3pp | 519.77%-528.4pp |
| Employer contribution / active EE | $1,391 | $3,302-57.9% | $2,647-47.4% | $4,779-70.9% |
| Participant deferral / active EE | $3,542 | $4,639-23.6% | $3,835-7.6% | $5,609-36.8% |
| Admin fee / account holder | $703 | $6,249-88.7% | $4,848-85.5% | $10,829-93.5% |