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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 | $46,462 | $167,352-72.2% | $143,788-67.7% | $134,509-65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.89% | 0.47%-12.4pp | -0.03%-11.9pp | 418.13%-430.0pp |
| Employer contribution / active EE | $2,009 | $5,620-64.3% | $4,952-59.4% | $4,741-57.6% |
| Participant deferral / active EE | $3,778 | $6,447-41.4% | $5,638-33.0% | $6,400-41.0% |
| Admin fee / account holder | $1,955 | $18,091-89.2% | $14,675-86.7% | $11,427-82.9% |