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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 | $34,873 | $75,962-54.1% | $154,111-77.4% | $64,173-45.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.71% | 30.32%-32.0pp | 735.18%-736.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,116 | $3,350-36.8% | $5,298-60.1% | $2,381-11.1% |
| Participant deferral / active EE | $2,817 | $3,175-11.3% | $5,081-44.6% | $3,470-18.8% |
| Admin fee / account holder | $1,397 | $5,589-75.0% | $13,411-89.6% | $4,887-71.4% |