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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 | $17,035 | $39,798-57.2% | $67,704-74.8% | $59,633-71.4% |
| Participation rate | 84.0% | 57.4%+26.6pp | 67.5%+16.5pp | 68.7%+15.3pp |
| Annual return | -0.95% | 89.94%-90.9pp | 25.41%-26.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,360 | $1,393-2.3% | $2,559-46.8% | $2,203-38.2% |
| Participant deferral / active EE | $4,242 | $2,335+81.7% | $3,585+18.3% | $3,192+32.9% |
| Admin fee / account holder | $30,990 | $3,212+864.9% | $4,255+628.3% | $4,297+621.2% |