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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 | $60,337 | $95,917-37.1% | $79,583-24.2% | $134,545-55.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.57% | -2.70%-12.9pp | 0.16%-15.7pp | 418.37%-433.9pp |
| Employer contribution / active EE | $10,179 | $3,129+225.3% | $2,414+321.7% | $4,742+114.7% |
| Participant deferral / active EE | $6,477 | $4,694+38.0% | $3,986+62.5% | $6,401+1.2% |
| Admin fee / account holder | $32,720 | $9,132+258.3% | $6,835+378.7% | $11,431+186.2% |