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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 | $78,059 | $100,805-22.6% | $86,698-10.0% | $134,532-42.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.78% | 29.09%-45.9pp | 35.95%-52.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,187 | $3,490-8.7% | $2,837+12.4% | $4,741-32.8% |
| Participant deferral / active EE | $6,803 | $5,339+27.4% | $4,656+46.1% | $6,401+6.3% |
| Admin fee / account holder | $1,060 | $10,925-90.3% | $7,493-85.9% | $11,429-90.7% |