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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 | $88,113 | $105,861-16.8% | $90,756-2.9% | $134,509-34.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.42% | -10.99%-5.4pp | -12.16%-4.3pp | 418.13%-434.6pp |
| Employer contribution / active EE | $4,366 | $3,463+26.0% | $2,922+49.4% | $4,741-7.9% |
| Participant deferral / active EE | $18,959 | $5,217+263.4% | $4,565+315.3% | $6,400+196.2% |
| Admin fee / account holder | $470 | $13,938-96.6% | $8,445-94.4% | $11,427-95.9% |