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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 | $67,307 | $75,962-11.4% | $154,108-56.3% | $64,173+4.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,063 | $3,350+81.0% | $5,298+14.5% | $2,381+154.7% |
| Participant deferral / active EE | $4,996 | $3,175+57.4% | $5,081-1.7% | $3,470+44.0% |
| Admin fee / account holder | $3,861 | $5,589-30.9% | $13,411-71.2% | $4,887-21.0% |