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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 | $133,278 | $92,219+44.5% | $76,767+73.6% | $135,380-1.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.51% | 5.46%-9.0pp | 2.43%-5.9pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,680 | $3,216-16.7% | $2,485+7.8% | $4,779-43.9% |
| Participant deferral / active EE | $4,922 | $4,508+9.2% | $3,852+27.8% | $5,609-12.2% |
| Admin fee / account holder | $24,695 | $10,749+129.7% | $6,675+269.9% | $10,828+128.1% |