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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 | $24,111 | $95,915-74.9% | $79,580-69.7% | $134,532-82.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.88% | -2.71%-16.2pp | 0.15%-19.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,846 | $3,129+54.9% | $2,413+100.8% | $4,741+2.2% |
| Participant deferral / active EE | $9,680 | $4,693+106.2% | $3,985+142.9% | $6,401+51.2% |
| Admin fee / account holder | $1,685 | $9,132-81.6% | $6,835-75.4% | $11,429-85.3% |