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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 | $71,212 | $100,805-29.4% | $86,698-17.9% | $134,532-47.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.51% | 29.09%-46.6pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $9,692 | $3,490+177.7% | $2,837+241.7% | $4,741+104.4% |
| Participant deferral / active EE | $4,399 | $5,339-17.6% | $4,656-5.5% | $6,401-31.3% |
| Admin fee / account holder | $16,556 | $10,925+51.5% | $7,493+121.0% | $11,429+44.9% |