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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 | $68,002 | $75,962-10.5% | $154,111-55.9% | $64,173+6.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.87% | 30.32%-37.2pp | 735.18%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,120 | $3,350-6.9% | $5,298-41.1% | $2,381+31.1% |
| Participant deferral / active EE | $3,938 | $3,175+24.0% | $5,081-22.5% | $3,470+13.5% |
| Admin fee / account holder | $559 | $5,589-90.0% | $13,411-95.8% | $4,887-88.6% |