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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 | $80,707 | $140,592-42.6% | $123,105-34.4% | $125,389-35.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.56% | 16.80%-18.4pp | 13.22%-14.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,706 | $6,041-55.2% | $5,151-47.5% | $4,866-44.4% |
| Participant deferral / active EE | $5,274 | $6,980-24.4% | $6,229-15.3% | $5,352-1.4% |
| Admin fee / account holder | $437 | $11,198-96.1% | $9,014-95.1% | $9,541-95.4% |