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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 | $95,037 | $134,001-29.1% | $112,258-15.3% | $134,509-29.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -17.00% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.1pp |
| Employer contribution / active EE | $3,703 | $4,039-8.3% | $3,636+1.9% | $4,741-21.9% |
| Participant deferral / active EE | $5,241 | $5,291-1.0% | $4,728+10.8% | $6,400-18.1% |
| Admin fee / account holder | $831 | $7,491-88.9% | $6,411-87.0% | $11,427-92.7% |