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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 | $51,554 | $75,962-32.1% | $154,111-66.5% | $64,173-19.7% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -3.07% | 30.32%-33.4pp | 735.18%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $873 | $3,350-73.9% | $5,298-83.5% | $2,381-63.3% |
| Participant deferral / active EE | $2,479 | $3,175-21.9% | $5,081-51.2% | $3,470-28.5% |
| Admin fee / account holder | $17,757 | $5,589+217.7% | $13,411+32.4% | $4,887+263.3% |