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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 | $77,665 | $95,895-19.0% | $79,576-2.4% | $134,509-42.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -14.60% | -2.72%-11.9pp | 0.15%-14.7pp | 418.13%-432.7pp |
| Employer contribution / active EE | $2,500 | $3,128-20.1% | $2,413+3.6% | $4,741-47.3% |
| Participant deferral / active EE | $3,848 | $4,693-18.0% | $3,985-3.5% | $6,400-39.9% |
| Admin fee / account holder | $7,042 | $9,129-22.9% | $6,834+3.0% | $11,427-38.4% |