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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 | $90,165 | $75,832+18.9% | $147,617-38.9% | $59,633+51.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.54% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,637 | $3,485-53.0% | $5,564-70.6% | $2,203-25.7% |
| Participant deferral / active EE | $3,361 | $3,131+7.4% | $4,895-31.3% | $3,192+5.3% |
| Admin fee / account holder | $3,970 | $5,986-33.7% | $11,612-65.8% | $4,297-7.6% |