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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 | $106,434 | $149,333-28.7% | $106,3870% | $135,380-21.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -9.11% | 0.52%-9.6pp | 0.25%-9.4pp | 519.81%-528.9pp |
| Employer contribution / active EE | $3,728 | $4,984-25.2% | $3,520+5.9% | $4,779-22.0% |
| Participant deferral / active EE | $15,771 | $7,230+118.1% | $5,421+190.9% | $5,609+181.2% |
| Admin fee / account holder | $1,303 | $15,952-91.8% | $7,510-82.6% | $10,828-88.0% |