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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 | $43,778 | $133,981-67.3% | $112,249-61.0% | $134,532-67.5% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -20.01% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,673 | $4,040-33.8% | $3,636-26.5% | $4,741-43.6% |
| Participant deferral / active EE | $6,029 | $5,292+13.9% | $4,729+27.5% | $6,401-5.8% |
| Admin fee / account holder | $4,712 | $7,492-37.1% | $6,412-26.5% | $11,429-58.8% |