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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 | $23,686 | $133,998-82.3% | $112,263-78.9% | $134,545-82.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.10% | 47.17%-63.3pp | 27.49%-43.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $4,638 | $4,040+14.8% | $3,636+27.6% | $4,742-2.2% |
| Participant deferral / active EE | $5,982 | $5,292+13.0% | $4,729+26.5% | $6,401-6.6% |
| Admin fee / account holder | $426 | $7,493-94.3% | $6,410-93.4% | $11,431-96.3% |