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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 | $94,991 | $211,946-55.2% | $169,452-43.9% | $135,380-29.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.46% | 3.26%-11.7pp | 1.83%-10.3pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,943 | $5,117-42.5% | $4,157-29.2% | $4,779-38.4% |
| Participant deferral / active EE | $8,522 | $6,075+40.3% | $5,277+61.5% | $5,609+51.9% |
| Admin fee / account holder | $1,417 | $11,472-87.7% | $9,110-84.4% | $10,828-86.9% |