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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 | $89,948 | $97,732-8.0% | $83,831+7.3% | $135,380-33.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.43% | 1287.56%-1295.0pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $3,122 | $4,222-26.0% | $3,631-14.0% | $4,779-34.7% |
| Participant deferral / active EE | $8,583 | $4,683+83.3% | $4,082+110.3% | $5,609+53.0% |
| Admin fee / account holder | $2,359 | $6,675-64.7% | $5,479-56.9% | $10,828-78.2% |