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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 | $78,681 | $100,792-21.9% | $86,691-9.2% | $134,509-41.5% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -16.85% | 29.08%-45.9pp | 35.94%-52.8pp | 418.13%-435.0pp |
| Employer contribution / active EE | $2,953 | $3,491-15.4% | $2,837+4.1% | $4,741-37.7% |
| Participant deferral / active EE | $5,613 | $5,339+5.1% | $4,656+20.6% | $6,400-12.3% |
| Admin fee / account holder | $2,447 | $10,924-77.6% | $7,492-67.3% | $11,427-78.6% |