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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 | $32,154 | $75,962-57.7% | $154,108-79.1% | $64,173-49.9% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,413 | $3,350+1.9% | $5,298-35.6% | $2,381+43.4% |
| Participant deferral / active EE | $3,649 | $3,175+14.9% | $5,081-28.2% | $3,470+5.2% |
| Admin fee / account holder | $529 | $5,589-90.5% | $13,411-96.1% | $4,887-89.2% |