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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 | $69,582 | $75,962-8.4% | $154,111-54.8% | $64,173+8.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.07% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $6,541 | $3,350+95.3% | $5,298+23.5% | $2,381+174.7% |
| Participant deferral / active EE | $3,596 | $3,175+13.3% | $5,081-29.2% | $3,470+3.6% |
| Admin fee / account holder | $899 | $5,589-83.9% | $13,411-93.3% | $4,887-81.6% |