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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 | $13,552 | $75,959-82.2% | $154,114-91.2% | $64,181-78.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.38% | 30.32%-37.7pp | 735.16%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,154 | $3,350+53.9% | $5,298-2.7% | $2,381+116.5% |
| Participant deferral / active EE | $2,426 | $3,175-23.6% | $5,081-52.3% | $3,470-30.1% |
| Admin fee / account holder | $1,424 | $5,589-74.5% | $13,411-89.4% | $4,887-70.9% |