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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 | $67,953 | $71,873-5.5% | $86,698-21.6% | $68,490-0.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.42% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $5,384 | $2,173+147.7% | $2,837+89.8% | $2,597+107.4% |
| Participant deferral / active EE | $4,118 | $3,779+9.0% | $4,656-11.6% | $4,028+2.2% |
| Admin fee / account holder | $32,845 | $6,110+437.5% | $7,492+338.4% | $5,403+507.9% |