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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 | $41,410 | $167,522-75.3% | $151,639-72.7% | $134,532-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.70% | 7.81%-24.5pp | 3.34%-20.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $11,440 | $6,828+67.5% | $6,165+85.6% | $4,741+141.3% |
| Participant deferral / active EE | $11,983 | $8,986+33.4% | $8,363+43.3% | $6,401+87.2% |
| Admin fee / account holder | $7,066 | $13,780-48.7% | $11,613-39.2% | $11,429-38.2% |