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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 | $63,094 | $78,694-19.8% | $67,652-6.7% | $125,393-49.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.39% | 9.46%-11.8pp | 6625.04%-6627.4pp | 282.23%-284.6pp |
| Employer contribution / active EE | $1,058 | $3,044-65.2% | $2,266-53.3% | $4,866-78.3% |
| Participant deferral / active EE | $2,898 | $4,292-32.5% | $3,560-18.6% | $5,351-45.8% |
| Admin fee / account holder | $14,426 | $7,403+94.9% | $4,821+199.2% | $9,541+51.2% |