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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 | $57,928 | $167,362-65.4% | $143,799-59.7% | $134,532-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.68% | 0.47%-15.2pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $9,013 | $5,620+60.4% | $4,952+82.0% | $4,741+90.1% |
| Participant deferral / active EE | $8,211 | $6,447+27.3% | $5,638+45.6% | $6,401+28.3% |
| Admin fee / account holder | $496 | $18,094-97.3% | $14,677-96.6% | $11,429-95.7% |