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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 | $14,640 | $95,188-84.6% | $76,518-80.9% | $135,380-89.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.44% | 4.85%-12.3pp | -0.27%-7.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,772 | $3,303-16.1% | $2,647+4.7% | $4,779-42.0% |
| Participant deferral / active EE | $2,437 | $4,640-47.5% | $3,836-36.5% | $5,609-56.6% |
| Admin fee / account holder | $1,786 | $6,249-71.4% | $4,849-63.2% | $10,828-83.5% |