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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 | $31,812 | $82,678-61.5% | $125,391-74.6% | $68,490-53.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,464 | $3,382+32.0% | $4,816-7.3% | $2,597+71.9% |
| Participant deferral / active EE | $3,324 | $6,111-45.6% | $7,448-55.4% | $4,028-17.5% |
| Admin fee / account holder | $9,860 | $6,277+57.1% | $10,009-1.5% | $5,403+82.5% |