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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 | $88,666 | $82,678+7.2% | $125,391-29.3% | $68,490+29.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.86% | -5.97%-2.9pp | 572.41%-581.3pp | -7.85%-1.0pp |
| Employer contribution / active EE | $2,314 | $3,382-31.6% | $4,816-51.9% | $2,597-10.9% |
| Participant deferral / active EE | $7,671 | $6,111+25.5% | $7,448+3.0% | $4,028+90.5% |
| Admin fee / account holder | $17,018 | $6,277+171.1% | $10,009+70.0% | $5,403+215.0% |