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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 | $43,864 | $158,852-72.4% | $121,220-63.8% | $135,380-67.6% |
| Participation rate | 88.2% | 79.3%+8.9pp | 71.8%+16.5pp | 82.6%+5.6pp |
| Annual return | -6.84% | -0.64%-6.2pp | 16.94%-23.8pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,775 | $5,666-68.7% | $4,023-55.9% | $4,779-62.9% |
| Participant deferral / active EE | $3,695 | $4,006-7.8% | $3,345+10.5% | $5,609-34.1% |
| Admin fee / account holder | $1,674 | $6,515-74.3% | $5,021-66.7% | $10,828-84.5% |