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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 | $45,803 | $84,493-45.8% | $125,381-63.5% | $66,938-31.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.22% | -8.49%-4.7pp | 572.31%-585.5pp | 1.58%-14.8pp |
| Employer contribution / active EE | $5,034 | $3,554+41.6% | $4,815+4.5% | $2,545+97.8% |
| Participant deferral / active EE | $8,903 | $6,783+31.2% | $7,448+19.5% | $4,238+110.1% |
| Admin fee / account holder | $3,350 | $685+389.0% | $10,007-66.5% | $594+464.4% |