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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 | $38,852 | $82,678-53.0% | $125,391-69.0% | $68,490-43.3% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | -18.87% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $832 | $3,382-75.4% | $4,816-82.7% | $2,597-67.9% |
| Participant deferral / active EE | $4,078 | $6,111-33.3% | $7,448-45.2% | $4,028+1.3% |
| Admin fee / account holder | $2,933 | $6,277-53.3% | $10,009-70.7% | $5,403-45.7% |