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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 | $36,911 | $167,362-77.9% | $143,799-74.3% | $134,532-72.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.26% | 0.47%-8.7pp | -0.04%-8.2pp | 418.27%-426.5pp |
| Employer contribution / active EE | $1,604 | $5,620-71.5% | $4,952-67.6% | $4,741-66.2% |
| Participant deferral / active EE | $3,020 | $6,447-53.2% | $5,638-46.4% | $6,401-52.8% |
| Admin fee / account holder | $993 | $18,094-94.5% | $14,677-93.2% | $11,429-91.3% |