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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 | $108,221 | $167,362-35.3% | $143,799-24.7% | $134,532-19.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.44% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,307 | $5,620-58.9% | $4,952-53.4% | $4,741-51.3% |
| Participant deferral / active EE | $10,211 | $6,447+58.4% | $5,638+81.1% | $6,401+59.5% |
| Admin fee / account holder | $324 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |