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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 | $88,437 | $95,915-7.8% | $79,580+11.1% | $134,532-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.83% | -2.71%-13.1pp | 0.15%-16.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,326 | $3,129-57.6% | $2,413-45.1% | $4,741-72.0% |
| Participant deferral / active EE | $2,572 | $4,693-45.2% | $3,985-35.5% | $6,401-59.8% |
| Admin fee / account holder | $2,707 | $9,132-70.4% | $6,835-60.4% | $11,429-76.3% |