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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 | $14,144 | $44,850-68.5% | $60,547-76.6% | $59,633-76.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -0.38% | 1074.14%-1074.5pp | 335.64%-336.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,385 | $1,462+63.1% | $2,419-1.4% | $2,203+8.3% |
| Participant deferral / active EE | $1,342 | $2,230-39.8% | $3,328-59.7% | $3,192-58.0% |
| Admin fee / account holder | $893 | $3,635-75.4% | $4,536-80.3% | $4,297-79.2% |