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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 | $44,281 | $82,674-46.4% | $125,381-64.7% | $68,486-35.3% |
| Participation rate | 89.6% | 75.1%+14.6pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -12.11% | -5.97%-6.1pp | 572.31%-584.4pp | -7.85%-4.3pp |
| Employer contribution / active EE | $3,634 | $3,382+7.4% | $4,815-24.5% | $2,597+39.9% |
| Participant deferral / active EE | $4,972 | $6,111-18.6% | $7,448-33.2% | $4,028+23.5% |
| Admin fee / account holder | $3,649 | $6,277-41.9% | $10,007-63.5% | $5,404-32.5% |