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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 | $20,121 | $49,177-59.1% | $79,466-74.7% | $64,173-68.6% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.6%+27.9pp |
| Annual return | -7.05% | -1.16%-5.9pp | 718.28%-725.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,940 | $2,076+89.8% | $2,800+40.7% | $2,381+65.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,481 | $3,839+16.7% | $5,104-12.2% | $4,887-8.3% |