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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 | $73,056 | $75,962-3.8% | $154,108-52.6% | $64,173+13.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.17% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,955 | $3,350-11.8% | $5,298-44.2% | $2,381+24.1% |
| Participant deferral / active EE | $5,975 | $3,175+88.2% | $5,081+17.6% | $3,470+72.2% |
| Admin fee / account holder | $836 | $5,589-85.0% | $13,411-93.8% | $4,887-82.9% |