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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 | $55,722 | $32,117+73.5% | $71,089-21.6% | $64,173-13.2% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | -5.36% | -5.57%+0.2pp | 650.65%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,024 | $712+324.6% | $1,088+178.0% | $2,381+27.0% |
| Participant deferral / active EE | $2,344 | $1,263+85.6% | $1,873+25.2% | $3,470-32.4% |
| Admin fee / account holder | $2,012 | $2,759-27.1% | $3,082-34.7% | $4,887-58.8% |