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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 | $38,011 | $100,792-62.3% | $86,691-56.2% | $134,509-71.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.26% | 29.08%-48.3pp | 35.94%-55.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $3,228 | $3,491-7.5% | $2,837+13.8% | $4,741-31.9% |
| Participant deferral / active EE | $13,513 | $5,339+153.1% | $4,656+190.2% | $6,400+111.1% |
| Admin fee / account holder | $2,203 | $10,924-79.8% | $7,492-70.6% | $11,427-80.7% |