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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 | $26,447 | $127,387-79.2% | $115,038-77.0% | $125,389-78.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.15% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,904 | $6,423+7.5% | $6,026+14.6% | $5,352+29.0% |
| Admin fee / account holder | $2,099 | $9,516-77.9% | $8,175-74.3% | $9,541-78.0% |