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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 | $78,499 | $167,362-53.1% | $143,799-45.4% | $134,532-41.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.14% | 0.47%-18.6pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $5,517 | $5,620-1.8% | $4,952+11.4% | $4,741+16.4% |
| Participant deferral / active EE | $4,409 | $6,447-31.6% | $5,638-21.8% | $6,401-31.1% |
| Admin fee / account holder | $724 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |