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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 | $46,482 | $78,694-40.9% | $67,652-31.3% | $125,389-62.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.07% | 9.46%-9.5pp | 6625.40%-6625.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $20,000 | $3,044+557.1% | $2,266+782.8% | $4,866+311.0% |
| Participant deferral / active EE | $10,298 | $4,292+139.9% | $3,560+189.3% | $5,352+92.4% |
| Admin fee / account holder | $91,010 | $7,403+1129.4% | $4,821+1787.9% | $9,541+853.9% |