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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 | $75,866 | $133,998-43.4% | $112,263-32.4% | $134,545-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.56% | 47.17%-65.7pp | 27.49%-46.1pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,276 | $4,040-43.7% | $3,636-37.4% | $4,742-52.0% |
| Participant deferral / active EE | $5,192 | $5,292-1.9% | $4,729+9.8% | $6,401-18.9% |
| Admin fee / account holder | $417 | $7,493-94.4% | $6,410-93.5% | $11,431-96.3% |