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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 | $44,617 | $167,352-73.3% | $143,788-69.0% | $134,509-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.26% | 0.47%-14.7pp | -0.03%-14.2pp | 418.13%-432.4pp |
| Employer contribution / active EE | $6,813 | $5,620+21.2% | $4,952+37.6% | $4,741+43.7% |
| Participant deferral / active EE | $5,392 | $6,447-16.4% | $5,638-4.4% | $6,400-15.7% |
| Admin fee / account holder | $958 | $18,091-94.7% | $14,675-93.5% | $11,427-91.6% |