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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 | $121,375 | $152,542-20.4% | $117,498+3.3% | $134,509-9.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.05% | 53.02%-68.1pp | 29.75%-44.8pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,851 | $5,574-66.8% | $4,178-55.7% | $4,741-61.0% |
| Participant deferral / active EE | $3,373 | $4,819-30.0% | $4,071-17.1% | $6,400-47.3% |
| Admin fee / account holder | $1,006 | $7,006-85.6% | $5,646-82.2% | $11,427-91.2% |