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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 | $49,920 | $133,981-62.7% | $112,249-55.5% | $134,532-62.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.14% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,718 | $4,040-32.7% | $3,636-25.3% | $4,741-42.7% |
| Participant deferral / active EE | $5,081 | $5,292-4.0% | $4,729+7.4% | $6,401-20.6% |
| Admin fee / account holder | $364 | $7,492-95.1% | $6,412-94.3% | $11,429-96.8% |