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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 | $19,623 | $97,020-79.8% | $83,327-76.5% | $135,380-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.80% | 12.31%-21.1pp | 10.64%-19.4pp | 519.81%-528.6pp |
| Employer contribution / active EE | $7,831 | $4,144+89.0% | $3,379+131.8% | $4,779+63.9% |
| Participant deferral / active EE | $10,981 | $5,964+84.1% | $5,565+97.3% | $5,609+95.8% |
| Admin fee / account holder | $7,149 | $8,426-15.2% | $7,540-5.2% | $10,828-34.0% |