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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 | $54,563 | $95,915-43.1% | $79,580-31.4% | $134,532-59.4% |
| Participation rate | 91.3% | 75.0%+16.3pp | 69.5%+21.8pp | 81.2%+10.1pp |
| Annual return | -13.29% | -2.71%-10.6pp | 0.15%-13.4pp | 418.27%-431.6pp |
| Employer contribution / active EE | $10,131 | $3,129+223.8% | $2,413+319.8% | $4,741+113.7% |
| Participant deferral / active EE | $5,351 | $4,693+14.0% | $3,985+34.3% | $6,401-16.4% |
| Admin fee / account holder | $37,505 | $9,132+310.7% | $6,835+448.7% | $11,429+228.2% |