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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 | $56,450 | $82,674-31.7% | $125,381-55.0% | $68,486-17.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.70% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,529 | $3,382-54.8% | $4,815-68.2% | $2,597-41.1% |
| Participant deferral / active EE | $6,606 | $6,111+8.1% | $7,448-11.3% | $4,028+64.0% |
| Admin fee / account holder | $4,373 | $6,277-30.3% | $10,007-56.3% | $5,404-19.1% |