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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 | $54,526 | $167,352-67.4% | $143,788-62.1% | $134,509-59.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.66% | 0.47%-5.1pp | -0.03%-4.6pp | 418.13%-422.8pp |
| Employer contribution / active EE | $5,279 | $5,620-6.1% | $4,952+6.6% | $4,741+11.3% |
| Participant deferral / active EE | $3,000 | $6,447-53.5% | $5,638-46.8% | $6,400-53.1% |
| Admin fee / account holder | $799 | $18,091-95.6% | $14,675-94.6% | $11,427-93.0% |