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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 | $36,983 | $95,917-61.4% | $79,583-53.5% | $134,545-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.50% | -2.70%-14.8pp | 0.16%-17.7pp | 418.37%-435.9pp |
| Employer contribution / active EE | $9,019 | $3,129+188.2% | $2,414+273.7% | $4,742+90.2% |
| Participant deferral / active EE | $5,623 | $4,694+19.8% | $3,986+41.1% | $6,401-12.2% |
| Admin fee / account holder | $2,322 | $9,132-74.6% | $6,835-66.0% | $11,431-79.7% |