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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 | $93,663 | $131,835-29.0% | $108,582-13.7% | $273,972-65.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.07% | -91.57%+96.6pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $10,046 | $4,913+104.5% | $3,758+167.3% | $4,869+106.3% |
| Participant deferral / active EE | $5,250 | $5,127+2.4% | $4,311+21.8% | $5,287-0.7% |
| Admin fee / account holder | $474 | $10,253-95.4% | $7,645-93.8% | $10,133-95.3% |