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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 | $94,356 | $168,635-44.0% | $147,617-36.1% | $125,389-24.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.77% | 77.65%-78.4pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $8,847 | $6,252+41.5% | $5,564+59.0% | $4,866+81.8% |
| Participant deferral / active EE | $2,708 | $5,507-50.8% | $4,895-44.7% | $5,352-49.4% |
| Admin fee / account holder | $39,871 | $13,580+193.6% | $11,612+243.4% | $9,541+317.9% |