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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 | $38,578 | $133,998-71.2% | $112,263-65.6% | $134,545-71.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.03% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $1,116 | $4,040-72.4% | $3,636-69.3% | $4,742-76.5% |
| Participant deferral / active EE | $4,328 | $5,292-18.2% | $4,729-8.5% | $6,401-32.4% |
| Admin fee / account holder | $8,927 | $7,493+19.1% | $6,410+39.3% | $11,431-21.9% |