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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 | $19,834 | $93,117-78.7% | $77,096-74.3% | $134,532-85.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.91% | 62.67%-76.6pp | 42.35%-56.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $449 | $3,420-86.9% | $2,814-84.0% | $4,741-90.5% |
| Participant deferral / active EE | $1,205 | $5,241-77.0% | $4,429-72.8% | $6,401-81.2% |
| Admin fee / account holder | $14,225 | $6,948+104.7% | $5,428+162.0% | $11,429+24.5% |