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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 | $75,743 | $82,678-8.4% | $125,391-39.6% | $68,490+10.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+0.9pp | 67.9%+15.4pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,850 | $3,382+13.8% | $4,816-20.1% | $2,597+48.3% |
| Participant deferral / active EE | $8,185 | $6,111+33.9% | $7,448+9.9% | $4,028+103.2% |
| Admin fee / account holder | $3,114 | $6,277-50.4% | $10,009-68.9% | $5,403-42.4% |