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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 | $52,613 | $100,805-47.8% | $86,698-39.3% | $134,532-60.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.48% | 29.09%-40.6pp | 35.95%-47.4pp | 418.27%-429.8pp |
| Employer contribution / active EE | $1,485 | $3,490-57.5% | $2,837-47.7% | $4,741-68.7% |
| Participant deferral / active EE | $7,381 | $5,339+38.2% | $4,656+58.5% | $6,401+15.3% |
| Admin fee / account holder | $5,462 | $10,925-50.0% | $7,493-27.1% | $11,429-52.2% |