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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 | $48,099 | $99,644-51.7% | $86,438-44.4% | $134,532-64.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.45% | 6787.26%-6789.7pp | 4397.19%-4399.6pp | 418.27%-420.7pp |
| Employer contribution / active EE | $6,030 | $4,402+37.0% | $3,769+60.0% | $4,741+27.2% |
| Participant deferral / active EE | $15,234 | $7,247+110.2% | $6,952+119.1% | $6,401+138.0% |
| Admin fee / account holder | $6,250 | $8,375-25.4% | $6,733-7.2% | $11,429-45.3% |