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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 | $63,146 | $95,188-33.7% | $76,518-17.5% | $135,380-53.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -6.45% | 4.85%-11.3pp | -0.27%-6.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,485 | $3,303+35.8% | $2,647+69.4% | $4,779-6.2% |
| Participant deferral / active EE | $4,295 | $4,640-7.4% | $3,836+12.0% | $5,609-23.4% |
| Admin fee / account holder | $2,370 | $6,249-62.1% | $4,849-51.1% | $10,828-78.1% |