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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 | $76,426 | $82,678-7.6% | $125,391-39.1% | $68,490+11.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -13.91% | -5.97%-7.9pp | 572.41%-586.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $3,702 | $3,382+9.4% | $4,816-23.1% | $2,597+42.5% |
| Participant deferral / active EE | $7,779 | $6,111+27.3% | $7,448+4.4% | $4,028+93.1% |
| Admin fee / account holder | $767 | $6,277-87.8% | $10,009-92.3% | $5,403-85.8% |