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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 | $51,500 | $167,353-69.2% | $143,797-64.2% | $134,545-61.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.04% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $4,328 | $5,620-23.0% | $4,952-12.6% | $4,742-8.7% |
| Participant deferral / active EE | $7,990 | $6,447+23.9% | $5,638+41.7% | $6,401+24.8% |
| Admin fee / account holder | $1,165 | $18,096-93.6% | $14,679-92.1% | $11,431-89.8% |