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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 | $46,353 | $100,792-54.0% | $86,691-46.5% | $134,509-65.5% |
| Participation rate | 82.6% | 78.9%+3.7pp | 76.6%+6.0pp | 81.2%+1.4pp |
| Annual return | -19.43% | 29.08%-48.5pp | 35.94%-55.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,614 | $3,491-53.8% | $2,837-43.1% | $4,741-66.0% |
| Participant deferral / active EE | $3,232 | $5,339-39.5% | $4,656-30.6% | $6,400-49.5% |
| Admin fee / account holder | $2,912 | $10,924-73.3% | $7,492-61.1% | $11,427-74.5% |