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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 | $36,035 | $75,962-52.6% | $154,108-76.6% | $64,173-43.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.21% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,712 | $3,350+10.8% | $5,298-29.9% | $2,381+55.9% |
| Participant deferral / active EE | $4,821 | $3,175+51.8% | $5,081-5.1% | $3,470+38.9% |
| Admin fee / account holder | $8,167 | $5,589+46.1% | $13,411-39.1% | $4,887+67.1% |