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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 | $73,320 | $75,959-3.5% | $154,114-52.4% | $64,181+14.2% |
| Participation rate | 77.6% | 70.4%+7.2pp | 83.0%-5.5pp | 69.6%+8.0pp |
| Annual return | -6.33% | 30.32%-36.6pp | 735.16%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,736 | $3,350-48.2% | $5,298-67.2% | $2,381-27.1% |
| Participant deferral / active EE | $4,082 | $3,175+28.6% | $5,081-19.7% | $3,470+17.6% |
| Admin fee / account holder | $781 | $5,589-86.0% | $13,411-94.2% | $4,887-84.0% |