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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 | $130,190 | $167,522-22.3% | $151,639-14.1% | $134,532-3.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.06% | 7.81%-26.9pp | 3.34%-22.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,574 | $6,828-33.0% | $6,165-25.8% | $4,741-3.5% |
| Participant deferral / active EE | $13,267 | $8,986+47.6% | $8,363+58.6% | $6,401+107.3% |
| Admin fee / account holder | $26,120 | $13,780+89.6% | $11,613+124.9% | $11,429+128.6% |