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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 | $76,819 | $133,983-42.7% | $112,244-31.6% | $134,493-42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.02% | 47.13%-63.1pp | 27.46%-43.5pp | 418.01%-434.0pp |
| Employer contribution / active EE | $5,020 | $4,039+24.3% | $3,635+38.1% | $4,740+5.9% |
| Participant deferral / active EE | $2,110 | $5,291-60.1% | $4,728-55.4% | $6,400-67.0% |
| Admin fee / account holder | $2,071 | $7,490-72.3% | $6,411-67.7% | $11,425-81.9% |