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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 | $93,584 | $127,387-26.5% | $115,038-18.6% | $125,389-25.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.68% | 31.28%-32.0pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,816 | $5,166-64.8% | $4,608-60.6% | $4,866-62.7% |
| Participant deferral / active EE | $3,965 | $6,423-38.3% | $6,026-34.2% | $5,352-25.9% |
| Admin fee / account holder | $149,685 | $9,516+1472.9% | $8,175+1731.0% | $9,541+1468.9% |