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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 | $82,238 | $95,979-14.3% | $74,551+10.3% | $135,380-39.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.43% | 56.97%-64.4pp | 32.53%-40.0pp | 519.81%-527.2pp |
| Employer contribution / active EE | $7,935 | $2,716+192.1% | $1,961+304.6% | $4,779+66.0% |
| Participant deferral / active EE | $6,733 | $3,844+75.2% | $3,108+116.6% | $5,609+20.0% |
| Admin fee / account holder | $2,189 | $6,522-66.4% | $5,059-56.7% | $10,828-79.8% |