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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 | $52,058 | $97,732-46.7% | $83,831-37.9% | $135,380-61.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.47% | 1287.56%-1292.0pp | 850.99%-855.5pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,704 | $4,222-59.6% | $3,631-53.1% | $4,779-64.3% |
| Participant deferral / active EE | $4,224 | $4,683-9.8% | $4,082+3.5% | $5,609-24.7% |
| Admin fee / account holder | $366 | $6,675-94.5% | $5,479-93.3% | $10,828-96.6% |