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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 | $51,303 | $82,674-37.9% | $125,381-59.1% | $68,486-25.1% |
| Participation rate | 73.9% | 75.1%-1.1pp | 82.4%-8.5pp | 67.9%+6.0pp |
| Annual return | 5.77% | -5.97%+11.7pp | 572.31%-566.5pp | -7.85%+13.6pp |
| Employer contribution / active EE | $5,407 | $3,382+59.9% | $4,815+12.3% | $2,597+108.2% |
| Participant deferral / active EE | $3,570 | $6,111-41.6% | $7,448-52.1% | $4,028-11.4% |
| Admin fee / account holder | $2,190 | $6,277-65.1% | $10,007-78.1% | $5,404-59.5% |