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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 | $32,380 | $134,001-75.8% | $112,258-71.2% | $134,509-75.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.06% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,351 | $4,039-66.6% | $3,636-62.8% | $4,741-71.5% |
| Participant deferral / active EE | $1,675 | $5,291-68.3% | $4,728-64.6% | $6,400-73.8% |
| Admin fee / account holder | $1,796 | $7,491-76.0% | $6,411-72.0% | $11,427-84.3% |