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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 | $45,776 | $138,075-66.8% | $123,552-63.0% | $135,379-66.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.70% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,944 | $5,152-42.8% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $6,131 | $6,800-9.8% | $6,426-4.6% | $5,609+9.3% |
| Admin fee / account holder | $4,633 | $10,917-57.6% | $9,285-50.1% | $10,828-57.2% |