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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 | $47,826 | $82,630-42.1% | $64,105-25.4% | $125,389-61.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.77% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $549 | $2,671-79.4% | $1,820-69.8% | $4,866-88.7% |
| Participant deferral / active EE | $3,163 | $3,608-12.4% | $2,822+12.1% | $5,352-40.9% |
| Admin fee / account holder | $3,034 | $6,382-52.5% | $4,499-32.6% | $9,541-68.2% |