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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 | $84,716 | $167,353-49.4% | $143,797-41.1% | $134,545-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $6,323 | $5,620+12.5% | $4,952+27.7% | $4,742+33.4% |
| Participant deferral / active EE | $4,047 | $6,447-37.2% | $5,638-28.2% | $6,401-36.8% |
| Admin fee / account holder | $867 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |