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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 | $86,040 | $167,362-48.6% | $143,799-40.2% | $134,532-36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.38% | 0.47%-19.9pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $9,155 | $5,620+62.9% | $4,952+84.9% | $4,741+93.1% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-35.9% |
| Admin fee / account holder | $1,059 | $18,094-94.1% | $14,677-92.8% | $11,429-90.7% |