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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 | $60,849 | $133,981-54.6% | $112,249-45.8% | $134,532-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.09% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $4,863 | $4,040+20.4% | $3,636+33.7% | $4,741+2.6% |
| Participant deferral / active EE | $11,146 | $5,292+110.6% | $4,729+135.7% | $6,401+74.1% |
| Admin fee / account holder | $768 | $7,492-89.8% | $6,412-88.0% | $11,429-93.3% |