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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 | $62,268 | $167,353-62.8% | $143,797-56.7% | $134,545-53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.68% | 0.48%-20.2pp | -0.04%-19.6pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,316 | $5,620-76.6% | $4,952-73.4% | $4,742-72.2% |
| Participant deferral / active EE | $5,700 | $6,447-11.6% | $5,638+1.1% | $6,401-11.0% |
| Admin fee / account holder | $440 | $18,096-97.6% | $14,679-97.0% | $11,431-96.1% |