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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 | $134,392 | $95,917+40.1% | $79,583+68.9% | $134,545-0.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.18% | -2.70%-15.5pp | 0.16%-18.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $6,684 | $3,129+113.6% | $2,414+176.9% | $4,742+41.0% |
| Participant deferral / active EE | $7,708 | $4,694+64.2% | $3,986+93.4% | $6,401+20.4% |
| Admin fee / account holder | $5,667 | $9,132-37.9% | $6,835-17.1% | $11,431-50.4% |