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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 | $70,579 | $78,694-10.3% | $67,652+4.3% | $125,389-43.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.62% | 9.46%-8.8pp | 6625.40%-6624.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $10,129 | $3,044+232.8% | $2,266+347.1% | $4,866+108.1% |
| Participant deferral / active EE | $6,892 | $4,292+60.6% | $3,560+93.6% | $5,352+28.8% |
| Admin fee / account holder | $3,686 | $7,403-50.2% | $4,821-23.5% | $9,541-61.4% |