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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 | $129,369 | $82,674+56.5% | $125,363+3.2% | $68,495+88.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.48% | -5.97%-12.5pp | 572.15%-590.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,035 | $6,111+146.0% | $7,447+101.9% | $4,028+273.3% |
| Admin fee / account holder | $8,213 | $6,276+30.9% | $10,005-17.9% | $5,403+52.0% |