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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 | $15,591 | $75,832-79.4% | $147,617-89.4% | $59,633-73.9% |
| Participation rate | 84.1% | 71.6%+12.6pp | 84.6%-0.5pp | 68.7%+15.5pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,734 | $3,485-21.5% | $5,564-50.9% | $2,203+24.1% |
| Participant deferral / active EE | $6,016 | $3,131+92.2% | $4,895+22.9% | $3,192+88.5% |
| Admin fee / account holder | $5,155 | $5,986-13.9% | $11,612-55.6% | $4,297+20.0% |