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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 | $141,219 | $167,522-15.7% | $151,639-6.9% | $134,532+5.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.91% | 7.81%-22.7pp | 3.34%-18.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $4,140 | $6,828-39.4% | $6,165-32.9% | $4,741-12.7% |
| Participant deferral / active EE | $7,251 | $8,986-19.3% | $8,363-13.3% | $6,401+13.3% |
| Admin fee / account holder | $1,736 | $13,780-87.4% | $11,613-85.1% | $11,429-84.8% |