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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 | $97,206 | $59,111+64.4% | $86,451+12.4% | $68,490+41.9% |
| Participation rate | 70.7% | 75.2%-4.5pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -14.76% | -0.22%-14.5pp | 4398.51%-4413.3pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,790 | $2,519-28.9% | $3,770-52.5% | $2,597-31.1% |
| Participant deferral / active EE | $5,001 | $5,900-15.2% | $6,953-28.1% | $4,028+24.2% |
| Admin fee / account holder | $4,154 | $5,640-26.4% | $6,734-38.3% | $5,403-23.1% |