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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 | $41,637 | $82,674-49.6% | $125,381-66.8% | $68,486-39.2% |
| Participation rate | 72.2% | 75.1%-2.8pp | 82.4%-10.2pp | 67.9%+4.3pp |
| Annual return | -15.08% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,864 | $3,382-15.3% | $4,815-40.5% | $2,597+10.3% |
| Participant deferral / active EE | $9,056 | $6,111+48.2% | $7,448+21.6% | $4,028+124.9% |
| Admin fee / account holder | $8,549 | $6,277+36.2% | $10,007-14.6% | $5,404+58.2% |