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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 | $106,321 | $167,362-36.5% | $143,799-26.1% | $134,532-21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.07% | 0.47%-0.4pp | -0.04%+0.1pp | 418.27%-418.2pp |
| Employer contribution / active EE | $13,085 | $5,620+132.8% | $4,952+164.2% | $4,741+176.0% |
| Participant deferral / active EE | $13,908 | $6,447+115.7% | $5,638+146.7% | $6,401+117.3% |
| Admin fee / account holder | $1,255 | $18,094-93.1% | $14,677-91.5% | $11,429-89.0% |