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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 | $87,936 | $167,533-47.5% | $151,645-42.0% | $134,545-34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.76% | 7.81%-25.6pp | 3.34%-21.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $4,316 | $6,828-36.8% | $6,165-30.0% | $4,742-9.0% |
| Participant deferral / active EE | $9,456 | $8,985+5.2% | $8,363+13.1% | $6,401+47.7% |
| Admin fee / account holder | $3,320 | $13,781-75.9% | $11,614-71.4% | $11,431-71.0% |