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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 | $81,807 | $142,409-42.6% | $119,634-31.6% | $134,545-39.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.65% | -12.46%-3.2pp | -14.98%-0.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $11,705 | $5,224+124.0% | $4,232+176.6% | $4,742+146.9% |
| Participant deferral / active EE | $10,134 | $6,468+56.7% | $5,601+80.9% | $6,401+58.3% |
| Admin fee / account holder | $989 | $13,594-92.7% | $10,329-90.4% | $11,431-91.3% |