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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 | $81,760 | $158,852-48.5% | $121,220-32.6% | $135,379-39.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.60% | -0.64%-6.0pp | 16.94%-23.5pp | 519.79%-526.4pp |
| Employer contribution / active EE | $25 | $5,666-99.6% | $4,023-99.4% | $4,779-99.5% |
| Participant deferral / active EE | $12,500 | $4,006+212.1% | $3,345+273.7% | $5,609+122.9% |
| Admin fee / account holder | $3,219 | $6,515-50.6% | $5,021-35.9% | $10,828-70.3% |