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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 | $24,461 | $211,946-88.5% | $169,452-85.6% | $135,382-81.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.65% | 3.26%-9.9pp | 1.83%-8.5pp | 519.77%-526.4pp |
| Employer contribution / active EE | $14,811 | $5,117+189.4% | $4,157+256.3% | $4,779+209.9% |
| Participant deferral / active EE | $1,716 | $6,075-71.8% | $5,277-67.5% | $5,609-69.4% |
| Admin fee / account holder | $8,601 | $11,472-25.0% | $9,110-5.6% | $10,829-20.6% |