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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 | $73,154 | $97,027-24.6% | $83,323-12.2% | $135,382-46.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.54% | 12.31%-16.8pp | 10.63%-15.2pp | 519.77%-524.3pp |
| Employer contribution / active EE | $6,861 | $4,143+65.6% | $3,379+103.1% | $4,779+43.6% |
| Participant deferral / active EE | $13,654 | $5,964+128.9% | $5,565+145.4% | $5,609+143.4% |
| Admin fee / account holder | $4,432 | $8,427-47.4% | $7,539-41.2% | $10,829-59.1% |