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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 | $81,394 | $95,188-14.5% | $76,518+6.4% | $135,380-39.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -6.49% | 4.85%-11.3pp | -0.27%-6.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $350 | $3,303-89.4% | $2,647-86.8% | $4,779-92.7% |
| Participant deferral / active EE | $2,980 | $4,640-35.8% | $3,836-22.3% | $5,609-46.9% |
| Admin fee / account holder | $35,794 | $6,249+472.8% | $4,849+638.2% | $10,828+230.6% |