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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 | $29,971 | $133,998-77.6% | $112,263-73.3% | $134,545-77.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.58% | 47.17%-65.8pp | 27.49%-46.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $10,922 | $4,040+170.3% | $3,636+200.4% | $4,742+130.3% |
| Participant deferral / active EE | $3,121 | $5,292-41.0% | $4,729-34.0% | $6,401-51.2% |
| Admin fee / account holder | $2,778 | $7,493-62.9% | $6,410-56.7% | $11,431-75.7% |