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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 | $94,217 | $175,646-46.4% | $129,118-27.0% | $134,545-30.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -15.30% | -11.39%-3.9pp | -10.94%-4.4pp | 418.37%-433.7pp |
| Employer contribution / active EE | $4,427 | $6,355-30.3% | $5,051-12.4% | $4,742-6.6% |
| Participant deferral / active EE | $7,274 | $7,970-8.7% | $6,539+11.2% | $6,401+13.6% |
| Admin fee / account holder | $460 | $23,578-98.0% | $14,305-96.8% | $11,431-96.0% |