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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 | $76,462 | $93,124-17.9% | $77,100-0.8% | $134,545-43.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.56% | 62.68%-76.2pp | 42.35%-55.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $4,211 | $3,421+23.1% | $2,815+49.6% | $4,742-11.2% |
| Participant deferral / active EE | $1,396 | $5,242-73.4% | $4,430-68.5% | $6,401-78.2% |
| Admin fee / account holder | $3,559 | $6,970-48.9% | $5,443-34.6% | $11,431-68.9% |