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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 | $104,396 | $82,674+26.3% | $125,381-16.7% | $68,486+52.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.31%-588.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,006 | $3,382-11.1% | $4,815-37.6% | $2,597+15.8% |
| Participant deferral / active EE | $12,897 | $6,111+111.1% | $7,448+73.2% | $4,028+220.2% |
| Admin fee / account holder | $4,236 | $6,277-32.5% | $10,007-57.7% | $5,404-21.6% |