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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 | $75,990 | $75,9620% | $154,108-50.7% | $64,173+18.4% |
| Participation rate | 71.0% | 70.4%+0.6pp | 83.0%-12.1pp | 69.6%+1.4pp |
| Annual return | -3.71% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,578 | $3,350-23.0% | $5,298-51.3% | $2,381+8.3% |
| Participant deferral / active EE | $4,887 | $3,175+53.9% | $5,081-3.8% | $3,470+40.9% |
| Admin fee / account holder | $8,906 | $5,589+59.4% | $13,411-33.6% | $4,887+82.2% |