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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 | $124,502 | $92,219+35.0% | $76,767+62.2% | $135,380-8.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.27% | 5.46%-12.7pp | 2.43%-9.7pp | 519.81%-527.1pp |
| Employer contribution / active EE | $11,397 | $3,216+254.4% | $2,485+358.6% | $4,779+138.5% |
| Participant deferral / active EE | $1,496 | $4,508-66.8% | $3,852-61.2% | $5,609-73.3% |
| Admin fee / account holder | $474 | $10,749-95.6% | $6,675-92.9% | $10,828-95.6% |