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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 | $108,201 | $167,522-35.4% | $151,639-28.6% | $134,532-19.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.10% | 7.81%-24.9pp | 3.34%-20.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,886 | $6,828-43.1% | $6,165-37.0% | $4,741-18.0% |
| Participant deferral / active EE | $5,730 | $8,986-36.2% | $8,363-31.5% | $6,401-10.5% |
| Admin fee / account holder | $380 | $13,780-97.2% | $11,613-96.7% | $11,429-96.7% |