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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 | $43,560 | $87,016-49.9% | $63,244-31.1% | $125,389-65.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.88% | 21.71%-23.6pp | -70.31%+68.4pp | 282.24%-284.1pp |
| Employer contribution / active EE | $8,869 | $3,601+146.3% | $2,322+282.0% | $4,866+82.3% |
| Participant deferral / active EE | $4,536 | $3,939+15.1% | $2,953+53.6% | $5,352-15.2% |
| Admin fee / account holder | $762 | $11,954-93.6% | $5,893-87.1% | $9,541-92.0% |