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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 | $55,278 | $105,867-47.8% | $90,760-39.1% | $134,532-58.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.55% | -10.99%-1.6pp | -12.16%-0.4pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,080 | $3,464-68.8% | $2,922-63.0% | $4,741-77.2% |
| Participant deferral / active EE | $2,149 | $5,217-58.8% | $4,565-52.9% | $6,401-66.4% |
| Admin fee / account holder | $1,625 | $13,936-88.3% | $8,444-80.8% | $11,429-85.8% |