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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 | $29,506 | $106,549-72.3% | $91,225-67.7% | $134,509-78.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.69% | 160.73%-180.4pp | 114.10%-133.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $4,025 | $3,331+20.8% | $2,851+41.2% | $4,741-15.1% |
| Participant deferral / active EE | $19,313 | $4,719+309.2% | $4,234+356.1% | $6,400+201.7% |
| Admin fee / account holder | $406 | $6,234-93.5% | $5,422-92.5% | $11,427-96.4% |