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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 | $96,213 | $75,959+26.7% | $154,114-37.6% | $64,181+49.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.24% | 30.32%-36.6pp | 735.16%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,395 | $3,350-28.5% | $5,298-54.8% | $2,381+0.6% |
| Participant deferral / active EE | $5,338 | $3,175+68.1% | $5,081+5.1% | $3,470+53.8% |
| Admin fee / account holder | $1,877 | $5,589-66.4% | $13,411-86.0% | $4,887-61.6% |