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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 | $36,512 | $75,962-51.9% | $154,108-76.3% | $64,173-43.1% |
| Participation rate | 73.7% | 70.4%+3.3pp | 83.0%-9.4pp | 69.6%+4.1pp |
| Annual return | -1.61% | 30.32%-31.9pp | 735.21%-736.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,291 | $3,350-61.5% | $5,298-75.6% | $2,381-45.8% |
| Participant deferral / active EE | $3,843 | $3,175+21.0% | $5,081-24.4% | $3,470+10.8% |
| Admin fee / account holder | $13,182 | $5,589+135.9% | $13,411-1.7% | $4,887+169.7% |