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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 | $45,645 | $105,867-56.9% | $90,760-49.7% | $134,532-66.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.08% | -10.99%+11.1pp | -12.16%+12.2pp | 418.27%-418.2pp |
| Employer contribution / active EE | $11,272 | $3,464+225.4% | $2,922+285.8% | $4,741+137.8% |
| Participant deferral / active EE | $4,264 | $5,217-18.3% | $4,565-6.6% | $6,401-33.4% |
| Admin fee / account holder | $591 | $13,936-95.8% | $8,444-93.0% | $11,429-94.8% |