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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 | $92,279 | $95,979-3.9% | $74,551+23.8% | $135,380-31.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.88% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,369 | $2,716+24.0% | $1,961+71.8% | $4,779-29.5% |
| Participant deferral / active EE | $5,997 | $3,844+56.0% | $3,108+92.9% | $5,609+6.9% |
| Admin fee / account holder | $4,201 | $6,522-35.6% | $5,059-17.0% | $10,828-61.2% |