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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 | $77,560 | $167,352-53.7% | $143,788-46.1% | $134,509-42.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.32% | 0.47%-6.8pp | -0.03%-6.3pp | 418.13%-424.5pp |
| Employer contribution / active EE | $4,459 | $5,620-20.7% | $4,952-10.0% | $4,741-5.9% |
| Participant deferral / active EE | $4,661 | $6,447-27.7% | $5,638-17.3% | $6,400-27.2% |
| Admin fee / account holder | $3,608 | $18,091-80.1% | $14,675-75.4% | $11,427-68.4% |