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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 | $72,742 | $95,188-23.6% | $76,518-4.9% | $135,380-46.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.37% | 4.85%-13.2pp | -0.27%-8.1pp | 519.81%-528.2pp |
| Employer contribution / active EE | $3,784 | $3,303+14.6% | $2,647+42.9% | $4,779-20.8% |
| Participant deferral / active EE | $8,586 | $4,640+85.1% | $3,836+123.8% | $5,609+53.1% |
| Admin fee / account holder | $926 | $6,249-85.2% | $4,849-80.9% | $10,828-91.4% |