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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 | $52,384 | $167,353-68.7% | $143,797-63.6% | $134,545-61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.96% | 0.48%-12.4pp | -0.04%-11.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $7,948 | $5,620+41.4% | $4,952+60.5% | $4,742+67.6% |
| Participant deferral / active EE | $5,772 | $6,447-10.5% | $5,638+2.4% | $6,401-9.8% |
| Admin fee / account holder | $2,019 | $18,096-88.8% | $14,679-86.2% | $11,431-82.3% |