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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 | $72,854 | $133,981-45.6% | $112,249-35.1% | $134,532-45.8% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -14.78% | 47.16%-61.9pp | 27.48%-42.3pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,022 | $4,040-49.9% | $3,636-44.4% | $4,741-57.4% |
| Participant deferral / active EE | $4,559 | $5,292-13.9% | $4,729-3.6% | $6,401-28.8% |
| Admin fee / account holder | $588 | $7,492-92.1% | $6,412-90.8% | $11,429-94.9% |