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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 | $88,407 | $211,946-58.3% | $169,452-47.8% | $135,380-34.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.21% | 3.26%-11.5pp | 1.83%-10.0pp | 519.81%-528.0pp |
| Employer contribution / active EE | $9,083 | $5,117+77.5% | $4,157+118.5% | $4,779+90.1% |
| Participant deferral / active EE | $9,680 | $6,075+59.3% | $5,277+83.4% | $5,609+72.6% |
| Admin fee / account holder | $18,520 | $11,472+61.4% | $9,110+103.3% | $10,828+71.0% |