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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 | $38,018 | $91,525-58.5% | $130,026-70.8% | $75,181-49.4% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 14.07% | -631.40%+645.5pp | -137.26%+151.3pp | 160.69%-146.6pp |
| Employer contribution / active EE | $1,833 | $2,844-35.5% | $4,321-57.6% | $2,671-31.3% |
| Participant deferral / active EE | $2,687 | $4,342-38.1% | $5,821-53.8% | $4,126-34.9% |
| Admin fee / account holder | $8,449 | $6,778+24.7% | $10,608-20.4% | $5,650+49.5% |