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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 | $63,300 | $95,917-34.0% | $79,583-20.5% | $134,545-53.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.43% | -2.70%-17.7pp | 0.16%-20.6pp | 418.37%-438.8pp |
| Employer contribution / active EE | $15,296 | $3,129+388.8% | $2,414+533.7% | $4,742+222.6% |
| Participant deferral / active EE | $3,483 | $4,694-25.8% | $3,986-12.6% | $6,401-45.6% |
| Admin fee / account holder | $319 | $9,132-96.5% | $6,835-95.3% | $11,431-97.2% |