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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 | $79,468 | $99,032-19.8% | $80,022-0.7% | $135,380-41.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.81% | 15.39%-20.2pp | 11.22%-16.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $7,407 | $3,043+143.4% | $2,468+200.1% | $4,779+55.0% |
| Participant deferral / active EE | $16,049 | $4,282+274.8% | $3,686+335.4% | $5,609+186.1% |
| Admin fee / account holder | $478 | $10,436-95.4% | $6,521-92.7% | $10,828-95.6% |