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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 | $43,040 | $133,998-67.9% | $112,263-61.7% | $134,545-68.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.72% | 47.17%-65.9pp | 27.49%-46.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $7,941 | $4,040+96.5% | $3,636+118.4% | $4,742+67.5% |
| Participant deferral / active EE | $7,384 | $5,292+39.5% | $4,729+56.1% | $6,401+15.3% |
| Admin fee / account holder | $673 | $7,493-91.0% | $6,410-89.5% | $11,431-94.1% |