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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 | $72,715 | $105,867-31.3% | $90,760-19.9% | $134,532-46.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.53% | -10.99%-4.5pp | -12.16%-3.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $12,143 | $3,464+250.6% | $2,922+315.6% | $4,741+156.1% |
| Participant deferral / active EE | $9,081 | $5,217+74.1% | $4,565+98.9% | $6,401+41.9% |
| Admin fee / account holder | $1,466 | $13,936-89.5% | $8,444-82.6% | $11,429-87.2% |