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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 | $23,854 | $57,352-58.4% | $83,831-71.5% | $64,173-62.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.22% | 11.38%-16.6pp | 850.99%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,921 | $2,546-24.5% | $3,631-47.1% | $2,381-19.3% |
| Participant deferral / active EE | $2,419 | $2,993-19.2% | $4,082-40.7% | $3,470-30.3% |
| Admin fee / account holder | $2,011 | $4,046-50.3% | $5,479-63.3% | $4,887-58.8% |