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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 | $121,216 | $95,917+26.4% | $79,583+52.3% | $134,545-9.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.79% | -2.70%-13.1pp | 0.16%-16.0pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,612 | $3,129-48.5% | $2,414-33.2% | $4,742-66.0% |
| Participant deferral / active EE | $22,750 | $4,694+384.7% | $3,986+470.8% | $6,401+255.4% |
| Admin fee / account holder | $574 | $9,132-93.7% | $6,835-91.6% | $11,431-95.0% |