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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 | $100,600 | $82,314+22.2% | $68,808+46.2% | $134,532-25.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.70% | -2.18%-15.5pp | -6.37%-11.3pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,589 | $3,301+8.7% | $2,656+35.1% | $4,741-24.3% |
| Participant deferral / active EE | $12,124 | $4,740+155.8% | $3,942+207.6% | $6,401+89.4% |
| Admin fee / account holder | $806 | $6,484-87.6% | $4,936-83.7% | $11,429-92.9% |