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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 | $158,143 | $47,977+229.6% | $154,108+2.6% | $56,289+181.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.33% | 3.54%-9.9pp | 735.21%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,573 | $2,169-27.5% | $5,298-70.3% | $2,111-25.5% |
| Participant deferral / active EE | $3,686 | $2,392+54.1% | $5,081-27.4% | $3,350+10.0% |
| Admin fee / account holder | $9,422 | $438+2050.0% | $13,411-29.7% | $521+1708.5% |