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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 | $58,317 | $167,353-65.2% | $143,797-59.4% | $134,545-56.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.35% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $6,451 | $5,620+14.8% | $4,952+30.3% | $4,742+36.0% |
| Participant deferral / active EE | $6,709 | $6,447+4.1% | $5,638+19.0% | $6,401+4.8% |
| Admin fee / account holder | $50,055 | $18,096+176.6% | $14,679+241.0% | $11,431+337.9% |