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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 | $60,693 | $167,353-63.7% | $143,797-57.8% | $134,545-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.64% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $7,472 | $5,620+32.9% | $4,952+50.9% | $4,742+57.6% |
| Participant deferral / active EE | $13,000 | $6,447+101.6% | $5,638+130.6% | $6,401+103.1% |
| Admin fee / account holder | $448 | $18,096-97.5% | $14,679-96.9% | $11,431-96.1% |