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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 | $73,523 | $152,597-51.8% | $117,533-37.4% | $134,532-45.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.37% | 53.04%-67.4pp | 29.77%-44.1pp | 418.27%-432.6pp |
| Employer contribution / active EE | $24,829 | $5,576+345.3% | $4,179+494.1% | $4,741+423.7% |
| Participant deferral / active EE | $16,078 | $4,821+233.5% | $4,072+294.8% | $6,401+151.2% |
| Admin fee / account holder | $5,283 | $7,007-24.6% | $5,647-6.5% | $11,429-53.8% |