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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 | $133,930 | $167,362-20.0% | $143,799-6.9% | $134,532-0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.37% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $6,811 | $5,620+21.2% | $4,952+37.5% | $4,741+43.7% |
| Participant deferral / active EE | $4,687 | $6,447-27.3% | $5,638-16.9% | $6,401-26.8% |
| Admin fee / account holder | $3,094 | $18,094-82.9% | $14,677-78.9% | $11,429-72.9% |