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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 | $81,203 | $82,314-1.3% | $68,808+18.0% | $134,532-39.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -14.30% | -2.18%-12.1pp | -6.37%-7.9pp | 418.27%-432.6pp |
| Employer contribution / active EE | $731 | $3,301-77.8% | $2,656-72.5% | $4,741-84.6% |
| Participant deferral / active EE | $4,330 | $4,740-8.6% | $3,942+9.8% | $6,401-32.4% |
| Admin fee / account holder | $4,990 | $6,484-23.0% | $4,936+1.1% | $11,429-56.3% |