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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 | $18,458 | $133,981-86.2% | $112,249-83.6% | $134,532-86.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.04% | 47.16%-61.2pp | 27.48%-41.5pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,517 | $4,040-37.7% | $3,636-30.8% | $4,741-46.9% |
| Participant deferral / active EE | $4,831 | $5,292-8.7% | $4,729+2.1% | $6,401-24.5% |
| Admin fee / account holder | $698 | $7,492-90.7% | $6,412-89.1% | $11,429-93.9% |