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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 | $66,807 | $100,805-33.7% | $86,698-22.9% | $134,532-50.3% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.06% | 29.09%-47.1pp | 35.95%-54.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $3,923 | $3,490+12.4% | $2,837+38.3% | $4,741-17.3% |
| Participant deferral / active EE | $13,765 | $5,339+157.8% | $4,656+195.6% | $6,401+115.0% |
| Admin fee / account holder | $558 | $10,925-94.9% | $7,493-92.6% | $11,429-95.1% |