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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 | $42,664 | $99,644-57.2% | $86,438-50.6% | $134,532-68.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.98% | 6787.26%-6805.2pp | 4397.19%-4415.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $11,600 | $4,402+163.5% | $3,769+207.7% | $4,741+144.7% |
| Participant deferral / active EE | $9,750 | $7,247+34.5% | $6,952+40.2% | $6,401+52.3% |
| Admin fee / account holder | $339 | $8,375-96.0% | $6,733-95.0% | $11,429-97.0% |