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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 | $52,714 | $57,352-8.1% | $83,830-37.1% | $64,173-17.9% |
| Participation rate | 81.6% | 68.6%+13.0pp | 76.1%+5.5pp | 69.6%+12.1pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.97%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $733 | $2,546-71.2% | $3,631-79.8% | $2,381-69.2% |
| Participant deferral / active EE | $2,291 | $2,993-23.4% | $4,082-43.9% | $3,470-34.0% |
| Admin fee / account holder | $1,487 | $4,046-63.2% | $5,479-72.9% | $4,887-69.6% |