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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 | $49,065 | $57,350-14.4% | $83,850-41.5% | $64,181-23.6% |
| Participation rate | 76.5% | 68.6%+7.9pp | 76.1%+0.3pp | 69.6%+6.9pp |
| Annual return | -7.14% | 11.38%-18.5pp | 850.92%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,742 | $2,545-31.5% | $3,631-52.0% | $2,381-26.8% |
| Participant deferral / active EE | $2,278 | $2,993-23.9% | $4,082-44.2% | $3,470-34.3% |
| Admin fee / account holder | $3,743 | $4,046-7.5% | $5,478-31.7% | $4,887-23.4% |