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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 | $66,545 | $75,962-12.4% | $154,111-56.8% | $64,173+3.7% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -5.88% | 30.32%-36.2pp | 735.18%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,262 | $3,350-62.3% | $5,298-76.2% | $2,381-47.0% |
| Participant deferral / active EE | $5,047 | $3,175+59.0% | $5,081-0.7% | $3,470+45.5% |
| Admin fee / account holder | $17,399 | $5,589+211.3% | $13,411+29.7% | $4,887+256.0% |