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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 | $129,431 | $211,946-38.9% | $169,452-23.6% | $135,380-4.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.29% | 3.26%-10.6pp | 1.83%-9.1pp | 519.81%-527.1pp |
| Employer contribution / active EE | $12,142 | $5,117+137.3% | $4,157+192.1% | $4,779+154.1% |
| Participant deferral / active EE | $7,350 | $6,075+21.0% | $5,277+39.3% | $5,609+31.0% |
| Admin fee / account holder | $1,299 | $11,472-88.7% | $9,110-85.7% | $10,828-88.0% |