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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 | $67,540 | $92,219-26.8% | $76,766-12.0% | $135,382-50.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.27% | 5.46%-8.7pp | 2.43%-5.7pp | 519.77%-523.0pp |
| Employer contribution / active EE | $1,802 | $3,216-44.0% | $2,485-27.5% | $4,779-62.3% |
| Participant deferral / active EE | $9,567 | $4,508+112.2% | $3,851+148.4% | $5,609+70.6% |
| Admin fee / account holder | $9,747 | $10,749-9.3% | $6,675+46.0% | $10,829-10.0% |