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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 | $51,947 | $87,546-40.7% | $75,784-31.5% | $125,389-58.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.52% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $16,153 | $3,930+311.0% | $3,323+386.0% | $4,866+232.0% |
| Participant deferral / active EE | $11,153 | $4,230+163.7% | $3,652+205.4% | $5,352+108.4% |
| Admin fee / account holder | $2,481 | $6,503-61.8% | $5,300-53.2% | $9,541-74.0% |