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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 | $36,521 | $82,314-55.6% | $68,808-46.9% | $134,532-72.9% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.0%+26.4pp | 81.2%+14.2pp |
| Annual return | -19.63% | -2.18%-17.5pp | -6.37%-13.3pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,760 | $3,301+13.9% | $2,656+41.6% | $4,741-20.7% |
| Participant deferral / active EE | $6,085 | $4,740+28.4% | $3,942+54.4% | $6,401-4.9% |
| Admin fee / account holder | $2,017 | $6,484-68.9% | $4,936-59.1% | $11,429-82.4% |