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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 | $61,806 | $211,946-70.8% | $169,452-63.5% | $135,379-54.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.62% | 3.26%-7.9pp | 1.83%-6.4pp | 519.79%-524.4pp |
| Employer contribution / active EE | $4,100 | $5,117-19.9% | $4,157-1.4% | $4,779-14.2% |
| Participant deferral / active EE | $5,483 | $6,075-9.7% | $5,277+3.9% | $5,609-2.2% |
| Admin fee / account holder | $494 | $11,472-95.7% | $9,110-94.6% | $10,828-95.4% |