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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 | $144,425 | $167,353-13.7% | $143,797+0.4% | $134,545+7.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.04% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $5,319 | $5,620-5.4% | $4,952+7.4% | $4,742+12.2% |
| Participant deferral / active EE | $6,582 | $6,447+2.1% | $5,638+16.7% | $6,401+2.8% |
| Admin fee / account holder | $946 | $18,096-94.8% | $14,679-93.6% | $11,431-91.7% |