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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 | $49,815 | $95,975-48.1% | $74,552-33.2% | $135,382-63.2% |
| Participation rate | 73.9% | 75.7%-1.7pp | 69.1%+4.8pp | 82.6%-8.7pp |
| Annual return | -5.23% | 56.96%-62.2pp | 32.53%-37.8pp | 519.77%-525.0pp |
| Employer contribution / active EE | $352 | $2,716-87.0% | $1,961-82.0% | $4,779-92.6% |
| Participant deferral / active EE | $1,894 | $3,844-50.7% | $3,108-39.1% | $5,609-66.2% |
| Admin fee / account holder | $6,558 | $6,522+0.6% | $5,060+29.6% | $10,829-39.4% |