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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 | $73,268 | $49,177+49.0% | $79,476-7.8% | $64,181+14.2% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.6%+0.4pp |
| Annual return | -6.05% | -1.16%-4.9pp | 718.21%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,149 | $2,076+51.7% | $2,800+12.5% | $2,381+32.3% |
| Participant deferral / active EE | $1,724 | $2,821-38.9% | $3,704-53.5% | $3,470-50.3% |
| Admin fee / account holder | $1,021 | $3,839-73.4% | $5,113-80.0% | $4,887-79.1% |