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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 | $97,880 | $142,409-31.3% | $119,634-18.2% | $134,545-27.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.27% | -12.46%-6.8pp | -14.98%-4.3pp | 418.37%-437.6pp |
| Employer contribution / active EE | $7,857 | $5,224+50.4% | $4,232+85.6% | $4,742+65.7% |
| Participant deferral / active EE | $11,911 | $6,468+84.2% | $5,601+112.7% | $6,401+86.1% |
| Admin fee / account holder | $6,125 | $13,594-54.9% | $10,329-40.7% | $11,431-46.4% |