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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 | $20,147 | $93,117-78.4% | $77,096-73.9% | $134,532-85.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.34% | 62.67%-81.0pp | 42.35%-60.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,590 | $3,420-53.5% | $2,814-43.5% | $4,741-66.5% |
| Participant deferral / active EE | $3,077 | $5,241-41.3% | $4,429-30.5% | $6,401-51.9% |
| Admin fee / account holder | $923 | $6,948-86.7% | $5,428-83.0% | $11,429-91.9% |