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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 | $104,813 | $92,219+13.7% | $76,767+36.5% | $135,380-22.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | 5.46%-11.0pp | 2.43%-8.0pp | 519.81%-525.3pp |
| Employer contribution / active EE | $7,905 | $3,216+145.8% | $2,485+218.1% | $4,779+65.4% |
| Participant deferral / active EE | $3,110 | $4,508-31.0% | $3,852-19.2% | $5,609-44.5% |
| Admin fee / account holder | $6,338 | $10,749-41.0% | $6,675-5.1% | $10,828-41.5% |