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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 | $98,733 | $142,392-30.7% | $119,622-17.5% | $134,532-26.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.08% | -12.46%+4.4pp | -14.98%+6.9pp | 418.27%-426.3pp |
| Employer contribution / active EE | $1,859 | $5,224-64.4% | $4,232-56.1% | $4,741-60.8% |
| Participant deferral / active EE | $2,788 | $6,467-56.9% | $5,601-50.2% | $6,401-56.5% |
| Admin fee / account holder | $12,941 | $13,593-4.8% | $10,328+25.3% | $11,429+13.2% |