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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 | $25,121 | $99,032-74.6% | $80,022-68.6% | $135,379-81.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.79% | 15.39%-23.2pp | 11.22%-19.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $3,494 | $3,043+14.8% | $2,468+41.6% | $4,779-26.9% |
| Participant deferral / active EE | $6,509 | $4,282+52.0% | $3,686+76.6% | $5,609+16.0% |
| Admin fee / account holder | $373 | $10,436-96.4% | $6,521-94.3% | $10,828-96.6% |