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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 | $44,150 | $78,694-43.9% | $67,652-34.7% | $125,389-64.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -2.06% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,506 | $3,044-17.7% | $2,266+10.6% | $4,866-48.5% |
| Participant deferral / active EE | $3,397 | $4,292-20.9% | $3,560-4.6% | $5,352-36.5% |
| Admin fee / account holder | $7,917 | $7,403+6.9% | $4,821+64.2% | $9,541-17.0% |