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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 | $64,755 | $82,314-21.3% | $68,808-5.9% | $134,532-51.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.95% | -2.18%-14.8pp | -6.37%-10.6pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,119 | $3,301-5.5% | $2,656+17.4% | $4,741-34.2% |
| Participant deferral / active EE | $7,712 | $4,740+62.7% | $3,942+95.6% | $6,401+20.5% |
| Admin fee / account holder | $11,962 | $6,484+84.5% | $4,936+142.3% | $11,429+4.7% |