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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 | $97,821 | $152,542-35.9% | $117,498-16.7% | $134,509-27.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.58% | 53.02%-67.6pp | 29.75%-44.3pp | 418.13%-432.7pp |
| Employer contribution / active EE | $3,881 | $5,574-30.4% | $4,178-7.1% | $4,741-18.1% |
| Participant deferral / active EE | $7,940 | $4,819+64.8% | $4,071+95.0% | $6,400+24.1% |
| Admin fee / account holder | $31,769 | $7,006+353.5% | $5,646+462.7% | $11,427+178.0% |