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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 | $29,886 | $167,353-82.1% | $143,797-79.2% | $134,545-77.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.65% | 0.48%-20.1pp | -0.04%-19.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,511 | $5,620-73.1% | $4,952-69.5% | $4,742-68.1% |
| Participant deferral / active EE | $2,425 | $6,447-62.4% | $5,638-57.0% | $6,401-62.1% |
| Admin fee / account holder | $303 | $18,096-98.3% | $14,679-97.9% | $11,431-97.4% |