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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 | $51,193 | $106,115-51.8% | $85,969-40.5% | $125,389-59.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.14% | 13.93%-17.1pp | 9.32%-12.5pp | 282.24%-285.4pp |
| Employer contribution / active EE | $9,423 | $4,537+107.7% | $3,474+171.2% | $4,866+93.6% |
| Participant deferral / active EE | $3,977 | $4,859-18.2% | $3,829+3.9% | $5,352-25.7% |
| Admin fee / account holder | $602 | $8,144-92.6% | $6,053-90.0% | $9,541-93.7% |