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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 | $42,533 | $57,352-25.8% | $83,831-49.3% | $64,173-33.7% |
| Participation rate | 78.8% | 68.6%+10.2pp | 76.1%+2.6pp | 69.6%+9.2pp |
| Annual return | -4.62% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,878 | $2,546+52.4% | $3,631+6.8% | $2,381+62.9% |
| Participant deferral / active EE | $2,942 | $2,993-1.7% | $4,082-27.9% | $3,470-15.2% |
| Admin fee / account holder | $12,406 | $4,046+206.6% | $5,479+126.4% | $4,887+153.8% |