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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 | $87,048 | $100,811-13.7% | $86,698+0.4% | $134,545-35.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.06% | 29.11%-41.2pp | 35.96%-48.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $2,403 | $3,490-31.2% | $2,837-15.3% | $4,742-49.3% |
| Participant deferral / active EE | $3,869 | $5,339-27.5% | $4,656-16.9% | $6,401-39.6% |
| Admin fee / account holder | $6,031 | $10,926-44.8% | $7,492-19.5% | $11,431-47.2% |