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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 | $102,401 | $127,387-19.6% | $115,038-11.0% | $125,389-18.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.75% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $8,360 | $5,166+61.8% | $4,608+81.4% | $4,866+71.8% |
| Participant deferral / active EE | $10,424 | $6,423+62.3% | $6,026+73.0% | $5,352+94.8% |
| Admin fee / account holder | $6,907 | $9,516-27.4% | $8,175-15.5% | $9,541-27.6% |