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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 | $66,064 | $95,188-30.6% | $76,518-13.7% | $135,379-51.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.70% | 4.85%-13.6pp | -0.27%-8.4pp | 519.79%-528.5pp |
| Employer contribution / active EE | $8,403 | $3,303+154.4% | $2,647+217.4% | $4,779+75.8% |
| Participant deferral / active EE | $12,636 | $4,640+172.3% | $3,836+229.4% | $5,609+125.3% |
| Admin fee / account holder | $2,971 | $6,249-52.5% | $4,849-38.7% | $10,828-72.6% |