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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 | $53,006 | $57,350-7.6% | $83,850-36.8% | $64,181-17.4% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | -5.99% | 11.38%-17.4pp | 850.92%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $822 | $2,545-67.7% | $3,631-77.4% | $2,381-65.5% |
| Participant deferral / active EE | $3,287 | $2,993+9.8% | $4,082-19.5% | $3,470-5.3% |
| Admin fee / account holder | $805 | $4,046-80.1% | $5,478-85.3% | $4,887-83.5% |