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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 | $87,037 | $167,522-48.0% | $151,639-42.6% | $134,532-35.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.79% | 7.81%-25.6pp | 3.34%-21.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,292 | $6,828-51.8% | $6,165-46.6% | $4,741-30.6% |
| Participant deferral / active EE | $10,703 | $8,986+19.1% | $8,363+28.0% | $6,401+67.2% |
| Admin fee / account holder | $399 | $13,780-97.1% | $11,613-96.6% | $11,429-96.5% |