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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 | $77,759 | $93,117-16.5% | $77,096+0.9% | $134,532-42.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.23% | 62.67%-80.9pp | 42.35%-60.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,739 | $3,420-49.2% | $2,814-38.2% | $4,741-63.3% |
| Participant deferral / active EE | $3,487 | $5,241-33.5% | $4,429-21.3% | $6,401-45.5% |
| Admin fee / account holder | $3,791 | $6,948-45.4% | $5,428-30.2% | $11,429-66.8% |