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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 | $25,741 | $167,362-84.6% | $143,799-82.1% | $134,532-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.87% | 0.47%-13.3pp | -0.04%-12.8pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,438 | $5,620-56.6% | $4,952-50.8% | $4,741-48.6% |
| Participant deferral / active EE | $8,100 | $6,447+25.6% | $5,638+43.7% | $6,401+26.5% |
| Admin fee / account holder | $383 | $18,094-97.9% | $14,677-97.4% | $11,429-96.6% |