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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 | $36,209 | $82,678-56.2% | $125,391-71.1% | $68,490-47.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.09% | -5.97%-5.1pp | 572.41%-583.5pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,522 | $3,382-25.4% | $4,816-47.6% | $2,597-2.9% |
| Participant deferral / active EE | $4,030 | $6,111-34.1% | $7,448-45.9% | $4,028+0.1% |
| Admin fee / account holder | $4,525 | $6,277-27.9% | $10,009-54.8% | $5,403-16.2% |