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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 | $40,368 | $57,350-29.6% | $83,850-51.9% | $64,181-37.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.43% | 11.38%-17.8pp | 850.92%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $7,858 | $2,545+208.7% | $3,631+116.4% | $2,381+230.1% |
| Participant deferral / active EE | $1,484 | $2,993-50.4% | $4,082-63.7% | $3,470-57.2% |
| Admin fee / account holder | $1,963 | $4,046-51.5% | $5,478-64.2% | $4,887-59.8% |