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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 | $32,154 | $158,827-79.8% | $121,208-73.5% | $135,382-76.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.68% | -0.64%-5.0pp | 16.93%-22.6pp | 519.77%-525.5pp |
| Employer contribution / active EE | $4,242 | $5,666-25.1% | $4,023+5.5% | $4,779-11.2% |
| Participant deferral / active EE | $2,987 | $4,006-25.4% | $3,345-10.7% | $5,609-46.7% |
| Admin fee / account holder | $765 | $6,514-88.3% | $5,020-84.8% | $10,829-92.9% |