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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 | $49,322 | $100,805-51.1% | $86,698-43.1% | $134,532-63.3% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -7.84% | 29.09%-36.9pp | 35.95%-43.8pp | 418.27%-426.1pp |
| Employer contribution / active EE | $882 | $3,490-74.7% | $2,837-68.9% | $4,741-81.4% |
| Participant deferral / active EE | $4,096 | $5,339-23.3% | $4,656-12.0% | $6,401-36.0% |
| Admin fee / account holder | $4,364 | $10,925-60.1% | $7,493-41.8% | $11,429-61.8% |