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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 | $108,085 | $54,380+98.8% | $68,509+57.8% | $59,633+81.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.51% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $6,655 | $1,539+332.5% | $2,278+192.2% | $2,203+202.1% |
| Participant deferral / active EE | $3,864 | $2,643+46.2% | $3,382+14.2% | $3,192+21.1% |
| Admin fee / account holder | $699 | $3,885-82.0% | $5,275-86.7% | $4,297-83.7% |