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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 | $45,187 | $129,960-65.2% | $104,299-56.7% | $134,545-66.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | 42.06%-60.3pp | 24.62%-42.9pp | 418.37%-436.6pp |
| Employer contribution / active EE | $6,142 | $4,186+46.7% | $3,373+82.1% | $4,742+29.5% |
| Participant deferral / active EE | $10,218 | $5,589+82.8% | $4,626+120.9% | $6,401+59.6% |
| Admin fee / account holder | $11,601 | $9,324+24.4% | $7,339+58.1% | $11,431+1.5% |