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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 | $72,089 | $75,832-4.9% | $147,617-51.2% | $59,633+20.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.24% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $5,887 | $3,485+68.9% | $5,564+5.8% | $2,203+167.3% |
| Participant deferral / active EE | $4,524 | $3,131+44.5% | $4,895-7.6% | $3,192+41.7% |
| Admin fee / account holder | $1,580 | $5,986-73.6% | $11,612-86.4% | $4,297-63.2% |