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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 | $51,152 | $100,805-49.3% | $86,698-41.0% | $134,532-62.0% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -17.47% | 29.09%-46.6pp | 35.95%-53.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,511 | $3,490-28.0% | $2,837-11.5% | $4,741-47.0% |
| Participant deferral / active EE | $4,129 | $5,339-22.7% | $4,656-11.3% | $6,401-35.5% |
| Admin fee / account holder | $2,236 | $10,925-79.5% | $7,493-70.2% | $11,429-80.4% |