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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 | $74,675 | $107,806-30.7% | $90,655-17.6% | $135,382-44.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.68% | -0.90%-0.8pp | 1.89%-3.6pp | 519.77%-521.5pp |
| Employer contribution / active EE | $3,052 | $3,018+1.1% | $2,532+20.5% | $4,779-36.1% |
| Participant deferral / active EE | $2,949 | $3,872-23.8% | $3,425-13.9% | $5,609-47.4% |
| Admin fee / account holder | $15,435 | $5,931+160.3% | $4,994+209.1% | $10,829+42.5% |