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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 | $43,139 | $82,288-47.6% | $68,794-37.3% | $134,509-67.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.19%-12.7pp | -6.37%-8.5pp | 418.13%-433.0pp |
| Employer contribution / active EE | $8,536 | $3,301+158.6% | $2,656+221.4% | $4,741+80.1% |
| Participant deferral / active EE | $5,353 | $4,738+13.0% | $3,941+35.8% | $6,400-16.4% |
| Admin fee / account holder | $5,370 | $6,482-17.2% | $4,934+8.8% | $11,427-53.0% |