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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 | $48,284 | $57,350-15.8% | $83,850-42.4% | $64,181-24.8% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | -5.13% | 11.38%-16.5pp | 850.92%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,352 | $2,545-46.9% | $3,631-62.8% | $2,381-43.2% |
| Participant deferral / active EE | $4,524 | $2,993+51.2% | $4,082+10.8% | $3,470+30.4% |
| Admin fee / account holder | $431 | $4,046-89.3% | $5,478-92.1% | $4,887-91.2% |