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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 | $102,863 | $167,504-38.6% | $151,628-32.2% | $134,509-23.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.26% | 7.81%-20.1pp | 3.34%-15.6pp | 418.13%-430.4pp |
| Employer contribution / active EE | $7,922 | $6,828+16.0% | $6,165+28.5% | $4,741+67.1% |
| Participant deferral / active EE | $9,888 | $8,985+10.0% | $8,363+18.2% | $6,400+54.5% |
| Admin fee / account holder | $3,260 | $13,779-76.3% | $11,613-71.9% | $11,427-71.5% |