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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 | $90,938 | $167,362-45.7% | $143,799-36.8% | $134,532-32.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.92% | 0.47%-14.4pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $6,341 | $5,620+12.8% | $4,952+28.0% | $4,741+33.7% |
| Participant deferral / active EE | $6,736 | $6,447+4.5% | $5,638+19.5% | $6,401+5.2% |
| Admin fee / account holder | $3,048 | $18,094-83.2% | $14,677-79.2% | $11,429-73.3% |