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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 | $26,166 | $82,678-68.4% | $125,391-79.1% | $68,490-61.8% |
| Participation rate | 75.5% | 75.1%+0.4pp | 82.4%-6.9pp | 67.9%+7.6pp |
| Annual return | -14.09% | -5.97%-8.1pp | 572.41%-586.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $5,382 | $3,382+59.1% | $4,816+11.8% | $2,597+107.3% |
| Participant deferral / active EE | $16,412 | $6,111+168.5% | $7,448+120.3% | $4,028+307.5% |
| Admin fee / account holder | $4,480 | $6,277-28.6% | $10,009-55.2% | $5,403-17.1% |