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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 | $70,536 | $92,219-23.5% | $76,767-8.1% | $135,380-47.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.91% | 5.46%-11.4pp | 2.43%-8.3pp | 519.81%-525.7pp |
| Employer contribution / active EE | $4,736 | $3,216+47.3% | $2,485+90.6% | $4,779-0.9% |
| Participant deferral / active EE | $10,212 | $4,508+126.5% | $3,852+165.1% | $5,609+82.1% |
| Admin fee / account holder | $1,395 | $10,749-87.0% | $6,675-79.1% | $10,828-87.1% |