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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 | $56,842 | $106,115-46.4% | $85,969-33.9% | $125,389-54.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.56% | 13.93%-16.5pp | 9.32%-11.9pp | 282.24%-284.8pp |
| Employer contribution / active EE | $8,160 | $4,537+79.9% | $3,474+134.9% | $4,866+67.7% |
| Participant deferral / active EE | $20,400 | $4,859+319.8% | $3,829+432.7% | $5,352+281.2% |
| Admin fee / account holder | $1,057 | $8,144-87.0% | $6,053-82.5% | $9,541-88.9% |