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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 | $96,855 | $97,027-0.2% | $83,323+16.2% | $135,382-28.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.24% | 12.31%-12.1pp | 10.63%-10.4pp | 519.77%-519.5pp |
| Employer contribution / active EE | $2,080 | $4,143-49.8% | $3,379-38.4% | $4,779-56.5% |
| Participant deferral / active EE | $5,197 | $5,964-12.9% | $5,565-6.6% | $5,609-7.3% |
| Admin fee / account holder | $16,853 | $8,427+100.0% | $7,539+123.5% | $10,829+55.6% |