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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 | $65,879 | $175,646-62.5% | $129,118-49.0% | $134,545-51.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -19.47% | -11.39%-8.1pp | -10.94%-8.5pp | 418.37%-437.8pp |
| Employer contribution / active EE | $6,914 | $6,355+8.8% | $5,051+36.9% | $4,742+45.8% |
| Participant deferral / active EE | $8,437 | $7,970+5.9% | $6,539+29.0% | $6,401+31.8% |
| Admin fee / account holder | $11,155 | $23,578-52.7% | $14,305-22.0% | $11,431-2.4% |