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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 | $26,706 | $75,962-64.8% | $154,108-82.7% | $64,173-58.4% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -3.24% | 30.32%-33.6pp | 735.21%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,302 | $3,350-31.3% | $5,298-56.5% | $2,381-3.3% |
| Participant deferral / active EE | $3,813 | $3,175+20.1% | $5,081-24.9% | $3,470+9.9% |
| Admin fee / account holder | $7,599 | $5,589+36.0% | $13,411-43.3% | $4,887+55.5% |