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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 | $84,917 | $99,032-14.3% | $80,022+6.1% | $135,380-37.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.22% | 15.39%-21.6pp | 11.22%-17.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $8,701 | $3,043+185.9% | $2,468+252.5% | $4,779+82.1% |
| Participant deferral / active EE | $6,622 | $4,282+54.6% | $3,686+79.7% | $5,609+18.1% |
| Admin fee / account holder | $6,594 | $10,436-36.8% | $6,521+1.1% | $10,828-39.1% |