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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 | $60,130 | $82,674-27.3% | $125,381-52.0% | $68,486-12.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.55% | -5.97%-7.6pp | 572.31%-585.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,265 | $3,382-3.5% | $4,815-32.2% | $2,597+25.7% |
| Participant deferral / active EE | $6,536 | $6,111+7.0% | $7,448-12.2% | $4,028+62.3% |
| Admin fee / account holder | $18,500 | $6,277+194.7% | $10,007+84.9% | $5,404+242.4% |