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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 | $86,341 | $140,592-38.6% | $123,105-29.9% | $125,389-31.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.99% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $4,163 | $6,041-31.1% | $5,151-19.2% | $4,866-14.4% |
| Participant deferral / active EE | $7,281 | $6,980+4.3% | $6,229+16.9% | $5,352+36.1% |
| Admin fee / account holder | $1,133 | $11,198-89.9% | $9,014-87.4% | $9,541-88.1% |