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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 | $34,581 | $168,636-79.5% | $147,618-76.6% | $125,388-72.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.31% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,416 | $6,252-61.4% | $5,565-56.6% | $4,866-50.3% |
| Participant deferral / active EE | $4,108 | $5,507-25.4% | $4,895-16.1% | $5,352-23.2% |
| Admin fee / account holder | $3,409 | $13,580-74.9% | $11,612-70.6% | $9,541-64.3% |