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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 | $65,555 | $93,117-29.6% | $77,096-15.0% | $134,532-51.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.25% | 62.67%-80.9pp | 42.35%-60.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,120 | $3,420-38.0% | $2,814-24.7% | $4,741-55.3% |
| Participant deferral / active EE | $5,867 | $5,241+11.9% | $4,429+32.5% | $6,401-8.3% |
| Admin fee / account holder | $823 | $6,948-88.2% | $5,428-84.8% | $11,429-92.8% |