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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 | $81,358 | $127,387-36.1% | $115,038-29.3% | $125,389-35.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.61% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $10,634 | $5,166+105.8% | $4,608+130.8% | $4,866+118.5% |
| Participant deferral / active EE | $7,365 | $6,423+14.7% | $6,026+22.2% | $5,352+37.6% |
| Admin fee / account holder | $665 | $9,516-93.0% | $8,175-91.9% | $9,541-93.0% |