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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 | $11,632 | $95,917-87.9% | $79,583-85.4% | $134,545-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.42% | -2.70%-16.7pp | 0.16%-19.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,432 | $3,129-54.2% | $2,414-40.7% | $4,742-69.8% |
| Participant deferral / active EE | $5,322 | $4,694+13.4% | $3,986+33.5% | $6,401-16.9% |
| Admin fee / account holder | $822 | $9,132-91.0% | $6,835-88.0% | $11,431-92.8% |