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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 | $56,428 | $75,962-25.7% | $154,108-63.4% | $64,173-12.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.21%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $6,922 | $3,350+106.6% | $5,298+30.7% | $2,381+190.7% |
| Participant deferral / active EE | $3,643 | $3,175+14.8% | $5,081-28.3% | $3,470+5.0% |
| Admin fee / account holder | $29,444 | $5,589+426.8% | $13,411+119.5% | $4,887+502.5% |