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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 | $20,023 | $100,805-80.1% | $86,698-76.9% | $134,532-85.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.53% | 29.09%-48.6pp | 35.95%-55.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $2,319 | $3,490-33.6% | $2,837-18.3% | $4,741-51.1% |
| Participant deferral / active EE | $3,007 | $5,339-43.7% | $4,656-35.4% | $6,401-53.0% |
| Admin fee / account holder | $824 | $10,925-92.5% | $7,493-89.0% | $11,429-92.8% |