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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 | $25,873 | $97,027-73.3% | $83,323-68.9% | $135,382-80.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.83% | 12.31%-16.1pp | 10.63%-14.5pp | 519.77%-523.6pp |
| Employer contribution / active EE | $2,367 | $4,143-42.9% | $3,379-29.9% | $4,779-50.5% |
| Participant deferral / active EE | $2,996 | $5,964-49.8% | $5,565-46.2% | $5,609-46.6% |
| Admin fee / account holder | $1,051 | $8,427-87.5% | $7,539-86.1% | $10,829-90.3% |