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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 | $100,550 | $133,981-25.0% | $112,249-10.4% | $134,532-25.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.71% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,704 | $4,040-33.1% | $3,636-25.6% | $4,741-43.0% |
| Participant deferral / active EE | $8,781 | $5,292+65.9% | $4,729+85.7% | $6,401+37.2% |
| Admin fee / account holder | $2,309 | $7,492-69.2% | $6,412-64.0% | $11,429-79.8% |