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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 | $46,087 | $100,792-54.3% | $86,691-46.8% | $134,509-65.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.03% | 29.08%-49.1pp | 35.94%-56.0pp | 418.13%-438.2pp |
| Employer contribution / active EE | $3,998 | $3,491+14.5% | $2,837+40.9% | $4,741-15.7% |
| Participant deferral / active EE | $15,417 | $5,339+188.8% | $4,656+231.1% | $6,400+140.9% |
| Admin fee / account holder | $943 | $10,924-91.4% | $7,492-87.4% | $11,427-91.7% |