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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 | $36,606 | $82,674-55.7% | $125,381-70.8% | $68,486-46.5% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -18.98% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $4,782 | $3,382+41.4% | $4,815-0.7% | $2,597+84.2% |
| Participant deferral / active EE | $10,772 | $6,111+76.3% | $7,448+44.6% | $4,028+167.5% |
| Admin fee / account holder | $1,597 | $6,277-74.6% | $10,007-84.0% | $5,404-70.4% |