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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 | $53,699 | $82,674-35.0% | $125,363-57.2% | $68,495-21.6% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -12.91% | -5.97%-6.9pp | 572.15%-585.1pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,052 | $3,382-39.3% | $4,815-57.4% | $2,596-21.0% |
| Participant deferral / active EE | $5,322 | $6,111-12.9% | $7,447-28.5% | $4,028+32.1% |
| Admin fee / account holder | $3,513 | $6,276-44.0% | $10,005-64.9% | $5,403-35.0% |