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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 | $26,394 | $75,962-65.3% | $154,108-82.9% | $64,173-58.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.53% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,609 | $3,350-22.1% | $5,298-50.7% | $2,381+9.6% |
| Participant deferral / active EE | $1,826 | $3,175-42.5% | $5,081-64.1% | $3,470-47.4% |
| Admin fee / account holder | $334 | $5,589-94.0% | $13,411-97.5% | $4,887-93.2% |