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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 | $75,935 | $100,805-24.7% | $86,698-12.4% | $134,532-43.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.59% | 29.09%-44.7pp | 35.95%-51.5pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,891 | $3,490-45.8% | $2,837-33.3% | $4,741-60.1% |
| Participant deferral / active EE | $4,937 | $5,339-7.5% | $4,656+6.0% | $6,401-22.9% |
| Admin fee / account holder | $5,265 | $10,925-51.8% | $7,493-29.7% | $11,429-53.9% |