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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 | $18,971 | $167,353-88.7% | $143,797-86.8% | $134,545-85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.51% | 0.48%-11.0pp | -0.04%-10.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $1,626 | $5,620-71.1% | $4,952-67.2% | $4,742-65.7% |
| Participant deferral / active EE | $8,323 | $6,447+29.1% | $5,638+47.6% | $6,401+30.0% |
| Admin fee / account holder | $733 | $18,096-95.9% | $14,679-95.0% | $11,431-93.6% |