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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 | $49,187 | $82,678-40.5% | $125,391-60.8% | $68,490-28.2% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -14.80% | -5.97%-8.8pp | 572.41%-587.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,304 | $3,382-61.4% | $4,816-72.9% | $2,597-49.8% |
| Participant deferral / active EE | $7,105 | $6,111+16.3% | $7,448-4.6% | $4,028+76.4% |
| Admin fee / account holder | $1,071 | $6,277-82.9% | $10,009-89.3% | $5,403-80.2% |