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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 | $96,947 | $211,946-54.3% | $169,452-42.8% | $135,382-28.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.24% | 3.26%-8.5pp | 1.83%-7.1pp | 519.77%-525.0pp |
| Employer contribution / active EE | $15,958 | $5,117+211.9% | $4,157+283.9% | $4,779+233.9% |
| Participant deferral / active EE | $13,788 | $6,075+126.9% | $5,277+161.3% | $5,609+145.8% |
| Admin fee / account holder | $4,085 | $11,472-64.4% | $9,110-55.2% | $10,829-62.3% |