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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 | $50,103 | $127,386-60.7% | $115,037-56.4% | $125,393-60.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.23%-284.5pp |
| Employer contribution / active EE | $4,032 | $5,166-22.0% | $4,608-12.5% | $4,866-17.1% |
| Participant deferral / active EE | $4,871 | $6,423-24.2% | $6,026-19.2% | $5,351-9.0% |
| Admin fee / account holder | $794 | $9,516-91.7% | $8,175-90.3% | $9,541-91.7% |