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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 | $31,539 | $82,674-61.9% | $125,381-74.8% | $68,486-53.9% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -16.87% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,799 | $3,382-17.2% | $4,815-41.9% | $2,597+7.8% |
| Participant deferral / active EE | $6,971 | $6,111+14.1% | $7,448-6.4% | $4,028+73.1% |
| Admin fee / account holder | $3,039 | $6,277-51.6% | $10,007-69.6% | $5,404-43.8% |