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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 | $59,275 | $75,832-21.8% | $147,618-59.8% | $59,633-0.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.07% | 0.37%-1.4pp | 61.98%-63.1pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $5,383 | $3,485+54.5% | $5,565-3.3% | $2,203+144.4% |
| Participant deferral / active EE | $4,352 | $3,131+39.0% | $4,895-11.1% | $3,192+36.4% |
| Admin fee / account holder | $2,188 | $5,986-63.5% | $11,612-81.2% | $4,297-49.1% |