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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 | $11,411 | $27,632-58.7% | $61,452-81.4% | $68,486-83.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -19.21% | -13.24%-6.0pp | 338.96%-358.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $4,029 | $696+479.1% | $1,160+247.5% | $2,597+55.2% |
| Participant deferral / active EE | $2,350 | $1,264+85.9% | $2,125+10.6% | $4,028-41.7% |
| Admin fee / account holder | $541 | $2,010-73.1% | $2,131-74.6% | $5,404-90.0% |