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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 | $35,139 | $100,811-65.1% | $86,698-59.5% | $134,545-73.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.65% | 29.11%-44.8pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,876 | $3,490-17.6% | $2,837+1.4% | $4,742-39.3% |
| Participant deferral / active EE | $4,813 | $5,339-9.9% | $4,656+3.4% | $6,401-24.8% |
| Admin fee / account holder | $1,130 | $10,926-89.7% | $7,492-84.9% | $11,431-90.1% |