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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 | $41,203 | $82,674-50.2% | $125,363-67.1% | $68,495-39.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.15%-586.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $7,331 | $3,382+116.8% | $4,815+52.3% | $2,596+182.4% |
| Participant deferral / active EE | $6,187 | $6,111+1.2% | $7,447-16.9% | $4,028+53.6% |
| Admin fee / account holder | $6,639 | $6,276+5.8% | $10,005-33.6% | $5,403+22.9% |