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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 | $89,779 | $82,678+8.6% | $125,391-28.4% | $68,490+31.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.91% | -5.97%-5.9pp | 572.41%-584.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $2,590 | $3,382-23.4% | $4,816-46.2% | $2,597-0.3% |
| Participant deferral / active EE | $7,322 | $6,111+19.8% | $7,448-1.7% | $4,028+81.8% |
| Admin fee / account holder | $1,102 | $6,277-82.4% | $10,009-89.0% | $5,403-79.6% |