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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 | $39,699 | $167,522-76.3% | $151,639-73.8% | $134,532-70.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.61% | 7.81%-26.4pp | 3.34%-21.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,103 | $6,828-54.6% | $6,165-49.7% | $4,741-34.5% |
| Participant deferral / active EE | $5,777 | $8,986-35.7% | $8,363-30.9% | $6,401-9.7% |
| Admin fee / account holder | $1,232 | $13,780-91.1% | $11,613-89.4% | $11,429-89.2% |