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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 | $48,771 | $72,404-32.6% | $110,243-55.8% | $64,173-24.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.55% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,624 | $2,282+102.7% | $3,827+20.8% | $2,381+94.2% |
| Participant deferral / active EE | $4,127 | $3,469+18.9% | $4,672-11.7% | $3,470+18.9% |
| Admin fee / account holder | $776 | $5,664-86.3% | $8,548-90.9% | $4,887-84.1% |