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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 | $27,651 | $167,362-83.5% | $143,799-80.8% | $134,532-79.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.88% | 0.47%-12.4pp | -0.04%-11.8pp | 418.27%-430.1pp |
| Employer contribution / active EE | $5,749 | $5,620+2.3% | $4,952+16.1% | $4,741+21.3% |
| Participant deferral / active EE | $7,156 | $6,447+11.0% | $5,638+26.9% | $6,401+11.8% |
| Admin fee / account holder | $658 | $18,094-96.4% | $14,677-95.5% | $11,429-94.2% |