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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 | $24,838 | $82,678-70.0% | $125,391-80.2% | $68,490-63.7% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.41%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,191 | $3,382-35.2% | $4,816-54.5% | $2,597-15.6% |
| Participant deferral / active EE | $3,607 | $6,111-41.0% | $7,448-51.6% | $4,028-10.4% |
| Admin fee / account holder | $10,655 | $6,277+69.7% | $10,009+6.5% | $5,403+97.2% |