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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 | $93,143 | $211,946-56.1% | $169,452-45.0% | $135,380-31.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.83% | 3.26%-10.1pp | 1.83%-8.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,075 | $5,117-39.9% | $4,157-26.0% | $4,779-35.7% |
| Participant deferral / active EE | $8,783 | $6,075+44.6% | $5,277+66.4% | $5,609+56.6% |
| Admin fee / account holder | $1,341 | $11,472-88.3% | $9,110-85.3% | $10,828-87.6% |