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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 | $57,267 | $147,167-61.1% | $111,392-48.6% | $135,379-57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 0.34% | -4.44%+4.8pp | -2.06%+2.4pp | 519.79%-519.4pp |
| Employer contribution / active EE | $2,564 | $5,204-50.7% | $4,328-40.8% | $4,779-46.4% |
| Participant deferral / active EE | $6,937 | $6,565+5.7% | $5,567+24.6% | $5,609+23.7% |
| Admin fee / account holder | $3,931 | $20,270-80.6% | $12,266-68.0% | $10,828-63.7% |