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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 | $141,733 | $99,032+43.1% | $80,022+77.1% | $135,379+4.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.68% | 15.39%-21.1pp | 11.22%-16.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $4,198 | $3,043+37.9% | $2,468+70.1% | $4,779-12.2% |
| Participant deferral / active EE | $4,000 | $4,282-6.6% | $3,686+8.5% | $5,609-28.7% |
| Admin fee / account holder | $2,097 | $10,436-79.9% | $6,521-67.8% | $10,828-80.6% |