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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 | $30,937 | $105,867-70.8% | $90,760-65.9% | $134,532-77.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.47% | -10.99%-5.5pp | -12.16%-4.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,121 | $3,464-38.7% | $2,922-27.4% | $4,741-55.3% |
| Participant deferral / active EE | $6,297 | $5,217+20.7% | $4,565+37.9% | $6,401-1.6% |
| Admin fee / account holder | $366 | $13,936-97.4% | $8,444-95.7% | $11,429-96.8% |