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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 | $69,525 | $95,975-27.6% | $74,552-6.7% | $135,382-48.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.19% | 56.96%-65.2pp | 32.53%-40.7pp | 519.77%-528.0pp |
| Employer contribution / active EE | $2,986 | $2,716+9.9% | $1,961+52.3% | $4,779-37.5% |
| Participant deferral / active EE | $4,625 | $3,844+20.3% | $3,108+48.8% | $5,609-17.5% |
| Admin fee / account holder | $786 | $6,522-88.0% | $5,060-84.5% | $10,829-92.7% |