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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 | $34,431 | $100,811-65.8% | $86,698-60.3% | $134,545-74.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.14% | 29.11%-45.2pp | 35.96%-52.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,471 | $3,490-29.2% | $2,837-12.9% | $4,742-47.9% |
| Participant deferral / active EE | $2,783 | $5,339-47.9% | $4,656-40.2% | $6,401-56.5% |
| Admin fee / account holder | $521 | $10,926-95.2% | $7,492-93.0% | $11,431-95.4% |