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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 | $123,175 | $92,219+33.6% | $76,766+60.5% | $135,382-9.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.25% | 5.46%-11.7pp | 2.43%-8.7pp | 519.77%-526.0pp |
| Employer contribution / active EE | $2,664 | $3,216-17.2% | $2,485+7.2% | $4,779-44.3% |
| Participant deferral / active EE | $10,392 | $4,508+130.5% | $3,851+169.8% | $5,609+85.3% |
| Admin fee / account holder | $504 | $10,749-95.3% | $6,675-92.4% | $10,829-95.3% |