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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 | $80,215 | $82,678-3.0% | $125,391-36.0% | $68,490+17.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.92% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,786 | $3,382-47.2% | $4,816-62.9% | $2,597-31.2% |
| Participant deferral / active EE | $4,965 | $6,111-18.8% | $7,448-33.3% | $4,028+23.3% |
| Admin fee / account holder | $3,117 | $6,277-50.4% | $10,009-68.9% | $5,403-42.3% |