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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 | $94,837 | $167,533-43.4% | $151,645-37.5% | $134,545-29.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.20% | 7.81%-21.0pp | 3.34%-16.5pp | 418.37%-431.6pp |
| Employer contribution / active EE | $9,223 | $6,828+35.1% | $6,165+49.6% | $4,742+94.5% |
| Participant deferral / active EE | $10,763 | $8,985+19.8% | $8,363+28.7% | $6,401+68.1% |
| Admin fee / account holder | $26,385 | $13,781+91.5% | $11,614+127.2% | $11,431+130.8% |