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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 | $33,440 | $54,370-38.5% | $82,763-59.6% | $68,490-51.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.46% | -13.67%+2.2pp | 702.45%-713.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $921 | $2,219-58.5% | $3,008-69.4% | $2,597-64.5% |
| Participant deferral / active EE | $1,332 | $3,247-59.0% | $4,395-69.7% | $4,028-66.9% |
| Admin fee / account holder | $2,824 | $4,398-35.8% | $5,325-47.0% | $5,403-47.7% |