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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 | $48,198 | $75,962-36.5% | $154,111-68.7% | $64,173-24.9% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.3pp |
| Annual return | -5.69% | 30.32%-36.0pp | 735.18%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,118 | $3,350-66.6% | $5,298-78.9% | $2,381-53.0% |
| Participant deferral / active EE | $4,422 | $3,175+39.3% | $5,081-13.0% | $3,470+27.4% |
| Admin fee / account holder | $932 | $5,589-83.3% | $13,411-93.0% | $4,887-80.9% |