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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 | $80,225 | $131,835-39.1% | $108,582-26.1% | $273,972-70.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.38% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,244 | $4,913-74.7% | $3,758-66.9% | $4,869-74.4% |
| Participant deferral / active EE | $1,685 | $5,127-67.1% | $4,311-60.9% | $5,287-68.1% |
| Admin fee / account holder | $307 | $10,253-97.0% | $7,645-96.0% | $10,133-97.0% |