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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 | $51,115 | $59,111-13.5% | $86,451-40.9% | $68,490-25.4% |
| Participation rate | 78.6% | 75.2%+3.3pp | 80.3%-1.8pp | 67.9%+10.7pp |
| Annual return | -17.74% | -0.22%-17.5pp | 4398.51%-4416.3pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,243 | $2,519+28.8% | $3,770-14.0% | $2,597+24.9% |
| Participant deferral / active EE | $7,911 | $5,900+34.1% | $6,953+13.8% | $4,028+96.4% |
| Admin fee / account holder | $4,540 | $5,640-19.5% | $6,734-32.6% | $5,403-16.0% |