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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 | $58,131 | $167,353-65.3% | $143,797-59.6% | $134,545-56.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.82% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $7,714 | $5,620+37.2% | $4,952+55.8% | $4,742+62.7% |
| Participant deferral / active EE | $8,891 | $6,447+37.9% | $5,638+57.7% | $6,401+38.9% |
| Admin fee / account holder | $898 | $18,096-95.0% | $14,679-93.9% | $11,431-92.1% |