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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 | $17,073 | $133,981-87.3% | $112,249-84.8% | $134,532-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.99% | 47.16%-66.2pp | 27.48%-46.5pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,038 | $4,040-49.5% | $3,636-43.9% | $4,741-57.0% |
| Participant deferral / active EE | $5,323 | $5,292+0.6% | $4,729+12.6% | $6,401-16.8% |
| Admin fee / account holder | $2,904 | $7,492-61.2% | $6,412-54.7% | $11,429-74.6% |