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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 | $50,659 | $84,527-40.1% | $67,711-25.2% | $125,393-59.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.71% | 2.57%-1.9pp | 25.41%-24.7pp | 282.23%-281.5pp |
| Employer contribution / active EE | $2,954 | $3,292-10.2% | $2,559+15.4% | $4,866-39.3% |
| Participant deferral / active EE | $6,807 | $4,429+53.7% | $3,585+89.9% | $5,351+27.2% |
| Admin fee / account holder | $133,938 | $5,340+2408.3% | $4,255+3048.0% | $9,541+1303.9% |