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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 | $65,253 | $140,592-53.6% | $123,105-47.0% | $125,389-48.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.74% | 16.80%-18.5pp | 13.22%-15.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,025 | $6,041-66.5% | $5,151-60.7% | $4,866-58.4% |
| Participant deferral / active EE | $2,839 | $6,980-59.3% | $6,229-54.4% | $5,352-47.0% |
| Admin fee / account holder | $612 | $11,198-94.5% | $9,014-93.2% | $9,541-93.6% |