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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 | $25,872 | $82,324-68.6% | $68,803-62.4% | $134,545-80.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.42% | -2.17%-17.2pp | -6.37%-13.1pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,118 | $3,302+55.0% | $2,656+92.7% | $4,742+7.9% |
| Participant deferral / active EE | $3,400 | $4,740-28.3% | $3,942-13.7% | $6,401-46.9% |
| Admin fee / account holder | $558 | $6,485-91.4% | $4,936-88.7% | $11,431-95.1% |