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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 | $81,621 | $93,117-12.3% | $77,096+5.9% | $134,532-39.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.41% | 62.67%-79.1pp | 42.35%-58.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,386 | $3,420-30.2% | $2,814-15.2% | $4,741-49.7% |
| Participant deferral / active EE | $7,218 | $5,241+37.7% | $4,429+63.0% | $6,401+12.8% |
| Admin fee / account holder | $1,798 | $6,948-74.1% | $5,428-66.9% | $11,429-84.3% |