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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 | $40,089 | $158,827-74.8% | $121,208-66.9% | $135,382-70.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.17% | -0.64%-5.5pp | 16.93%-23.1pp | 519.77%-525.9pp |
| Employer contribution / active EE | $2,802 | $5,666-50.5% | $4,023-30.3% | $4,779-41.4% |
| Participant deferral / active EE | $8,512 | $4,006+112.5% | $3,345+154.4% | $5,609+51.8% |
| Admin fee / account holder | $10,606 | $6,514+62.8% | $5,020+111.3% | $10,829-2.1% |