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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 | $171,473 | $113,941+50.5% | $94,228+82.0% | $125,388+36.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.42% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,391 | $4,727-49.4% | $3,587-33.3% | $4,866-50.9% |
| Participant deferral / active EE | $3,719 | $5,179-28.2% | $4,320-13.9% | $5,352-30.5% |
| Admin fee / account holder | $10,240 | $8,392+22.0% | $6,269+63.3% | $9,541+7.3% |