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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 | $34,113 | $167,353-79.6% | $143,797-76.3% | $134,545-74.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.49% | 0.48%-13.0pp | -0.04%-12.4pp | 418.37%-430.9pp |
| Employer contribution / active EE | $2,053 | $5,620-63.5% | $4,952-58.5% | $4,742-56.7% |
| Participant deferral / active EE | $4,360 | $6,447-32.4% | $5,638-22.7% | $6,401-31.9% |
| Admin fee / account holder | $3,759 | $18,096-79.2% | $14,679-74.4% | $11,431-67.1% |