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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 | $67,714 | $93,124-27.3% | $77,100-12.2% | $134,545-49.7% |
| Participation rate | 73.3% | 74.5%-1.2pp | 67.9%+5.4pp | 81.2%-7.9pp |
| Annual return | -8.53% | 62.68%-71.2pp | 42.35%-50.9pp | 418.37%-426.9pp |
| Employer contribution / active EE | $399 | $3,421-88.3% | $2,815-85.8% | $4,742-91.6% |
| Participant deferral / active EE | $2,606 | $5,242-50.3% | $4,430-41.2% | $6,401-59.3% |
| Admin fee / account holder | $17,268 | $6,970+147.8% | $5,443+217.2% | $11,431+51.1% |