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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 | $44,700 | $75,959-41.2% | $154,114-71.0% | $64,181-30.4% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | -6.77% | 30.32%-37.1pp | 735.16%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,664 | $3,350-50.3% | $5,298-68.6% | $2,381-30.1% |
| Participant deferral / active EE | $3,260 | $3,175+2.7% | $5,081-35.8% | $3,470-6.1% |
| Admin fee / account holder | $3,098 | $5,589-44.6% | $13,411-76.9% | $4,887-36.6% |