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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 | $135,506 | $52,678+157.2% | $75,784+78.8% | $59,633+127.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.99% | 2.95%-4.9pp | 9.68%-11.7pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $2,685 | $2,193+22.4% | $3,323-19.2% | $2,203+21.9% |
| Participant deferral / active EE | $7,789 | $2,591+200.6% | $3,652+113.3% | $3,192+144.0% |
| Admin fee / account holder | $23,341 | $3,610+546.6% | $5,300+340.4% | $4,297+443.2% |