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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 | $14,598 | $49,177-70.3% | $79,467-81.6% | $64,173-77.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.49% | -1.16%-5.3pp | 718.30%-724.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,298 | $2,076-37.5% | $2,800-53.6% | $2,381-45.5% |
| Participant deferral / active EE | $2,045 | $2,821-27.5% | $3,704-44.8% | $3,470-41.1% |
| Admin fee / account holder | $5,089 | $3,839+32.6% | $5,104-0.3% | $4,887+4.1% |