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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 | $118,746 | $167,353-29.0% | $143,797-17.4% | $134,545-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.72% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,000 | $5,620-46.6% | $4,952-39.4% | $4,742-36.7% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.2% |
| Admin fee / account holder | $1,129 | $18,096-93.8% | $14,679-92.3% | $11,431-90.1% |