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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 | $38,687 | $100,792-61.6% | $86,691-55.4% | $134,509-71.2% |
| Participation rate | 87.0% | 78.9%+8.0pp | 76.6%+10.4pp | 81.2%+5.7pp |
| Annual return | -16.11% | 29.08%-45.2pp | 35.94%-52.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,791 | $3,491-48.7% | $2,837-36.9% | $4,741-62.2% |
| Participant deferral / active EE | $3,987 | $5,339-25.3% | $4,656-14.4% | $6,400-37.7% |
| Admin fee / account holder | $5,490 | $10,924-49.7% | $7,492-26.7% | $11,427-52.0% |