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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 | $118,386 | $167,352-29.3% | $143,788-17.7% | $134,509-12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.79% | 0.47%-16.3pp | -0.03%-15.8pp | 418.13%-433.9pp |
| Employer contribution / active EE | $2,965 | $5,620-47.3% | $4,952-40.1% | $4,741-37.5% |
| Participant deferral / active EE | $15,115 | $6,447+134.4% | $5,638+168.1% | $6,400+136.2% |
| Admin fee / account holder | $17,239 | $18,091-4.7% | $14,675+17.5% | $11,427+50.9% |