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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 | $140,615 | $54,380+158.6% | $68,509+105.3% | $59,633+135.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.06% | 2.83%-2.9pp | 8.27%-8.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $7,152 | $1,539+364.9% | $2,278+214.0% | $2,203+224.7% |
| Participant deferral / active EE | $8,112 | $2,643+206.9% | $3,382+139.8% | $3,192+154.2% |
| Admin fee / account holder | $686 | $3,885-82.4% | $5,275-87.0% | $4,297-84.0% |