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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 | $15,393 | $99,644-84.6% | $86,438-82.2% | $134,532-88.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | 6787.26%-6804.9pp | 4397.19%-4414.8pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,846 | $4,402-12.6% | $3,769+2.0% | $4,741-18.9% |
| Participant deferral / active EE | $4,782 | $7,247-34.0% | $6,952-31.2% | $6,401-25.3% |
| Admin fee / account holder | $13,915 | $8,375+66.2% | $6,733+106.7% | $11,429+21.8% |