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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 | $80,625 | $54,380+48.3% | $68,509+17.7% | $59,633+35.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.96% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,794 | $1,539+146.6% | $2,278+66.6% | $2,203+72.3% |
| Participant deferral / active EE | $5,310 | $2,643+100.9% | $3,382+57.0% | $3,192+66.4% |
| Admin fee / account holder | $1,943 | $3,885-50.0% | $5,275-63.2% | $4,297-54.8% |