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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 | $24,693 | $133,998-81.6% | $112,263-78.0% | $134,545-81.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.53% | 47.17%-55.7pp | 27.49%-36.0pp | 418.37%-426.9pp |
| Employer contribution / active EE | $2,860 | $4,040-29.2% | $3,636-21.4% | $4,742-39.7% |
| Participant deferral / active EE | $4,217 | $5,292-20.3% | $4,729-10.8% | $6,401-34.1% |
| Admin fee / account holder | $1,784 | $7,493-76.2% | $6,410-72.2% | $11,431-84.4% |