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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 | $30,878 | $82,674-62.7% | $125,363-75.4% | $68,495-54.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.15%-588.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,296 | $3,382+27.0% | $4,815-10.8% | $2,596+65.4% |
| Participant deferral / active EE | $8,120 | $6,111+32.9% | $7,447+9.0% | $4,028+101.6% |
| Admin fee / account holder | $720 | $6,276-88.5% | $10,005-92.8% | $5,403-86.7% |