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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 | $26,654 | $211,946-87.4% | $169,452-84.3% | $135,382-80.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.40% | 3.26%-11.7pp | 1.83%-10.2pp | 519.77%-528.2pp |
| Employer contribution / active EE | $5,570 | $5,117+8.9% | $4,157+34.0% | $4,779+16.6% |
| Participant deferral / active EE | $5,570 | $6,075-8.3% | $5,277+5.6% | $5,609-0.7% |
| Admin fee / account holder | $1,667 | $11,472-85.5% | $9,110-81.7% | $10,829-84.6% |