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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 | $55,723 | $134,001-58.4% | $112,258-50.4% | $134,509-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.03% | 47.15%-67.2pp | 27.47%-47.5pp | 418.13%-438.2pp |
| Employer contribution / active EE | $12,180 | $4,039+201.5% | $3,636+235.0% | $4,741+156.9% |
| Participant deferral / active EE | $6,536 | $5,291+23.5% | $4,728+38.2% | $6,400+2.1% |
| Admin fee / account holder | $6,556 | $7,491-12.5% | $6,411+2.3% | $11,427-42.6% |