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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 | $22,821 | $129,960-82.4% | $104,299-78.1% | $134,545-83.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.88% | 42.06%-59.9pp | 24.62%-42.5pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,211 | $4,186-71.1% | $3,373-64.1% | $4,742-74.5% |
| Participant deferral / active EE | $6,549 | $5,589+17.2% | $4,626+41.6% | $6,401+2.3% |
| Admin fee / account holder | $998 | $9,324-89.3% | $7,339-86.4% | $11,431-91.3% |