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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 | $56,809 | $131,835-56.9% | $108,582-47.7% | $273,972-79.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $12,008 | $4,913+144.4% | $3,758+219.5% | $4,869+146.6% |
| Participant deferral / active EE | $7,380 | $5,127+43.9% | $4,311+71.2% | $5,287+39.6% |
| Admin fee / account holder | $586 | $10,253-94.3% | $7,645-92.3% | $10,133-94.2% |