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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 | $104,786 | $75,962+37.9% | $154,108-32.0% | $64,173+63.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.59% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,109 | $3,350+22.6% | $5,298-22.4% | $2,381+72.6% |
| Participant deferral / active EE | $3,480 | $3,175+9.6% | $5,081-31.5% | $3,470+0.3% |
| Admin fee / account holder | $2,101 | $5,589-62.4% | $13,411-84.3% | $4,887-57.0% |