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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 | $49,923 | $113,941-56.2% | $94,229-47.0% | $125,389-60.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.53% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,011 | $4,727-57.5% | $3,587-43.9% | $4,866-58.7% |
| Participant deferral / active EE | $3,936 | $5,179-24.0% | $4,320-8.9% | $5,352-26.5% |
| Admin fee / account holder | $2,632 | $8,392-68.6% | $6,269-58.0% | $9,541-72.4% |