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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 | $55,359 | $167,533-67.0% | $151,645-63.5% | $134,545-58.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.18% | 7.81%-27.0pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $20,311 | $6,828+197.4% | $6,165+229.4% | $4,742+328.4% |
| Participant deferral / active EE | $12,755 | $8,985+42.0% | $8,363+52.5% | $6,401+99.3% |
| Admin fee / account holder | $1,086 | $13,781-92.1% | $11,614-90.7% | $11,431-90.5% |