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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 | $34,214 | $167,522-79.6% | $151,639-77.4% | $134,532-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.13% | 7.81%-22.9pp | 3.34%-18.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $6,866 | $6,828+0.6% | $6,165+11.4% | $4,741+44.8% |
| Participant deferral / active EE | $6,510 | $8,986-27.6% | $8,363-22.2% | $6,401+1.7% |
| Admin fee / account holder | $2,443 | $13,780-82.3% | $11,613-79.0% | $11,429-78.6% |