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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 | $68,478 | $95,915-28.6% | $79,580-14.0% | $134,532-49.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.96% | -2.71%-9.3pp | 0.15%-12.1pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,333 | $3,129-57.4% | $2,413-44.8% | $4,741-71.9% |
| Participant deferral / active EE | $9,794 | $4,693+108.7% | $3,985+145.7% | $6,401+53.0% |
| Admin fee / account holder | $2,430 | $9,132-73.4% | $6,835-64.4% | $11,429-78.7% |