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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 | $54,115 | $211,946-74.5% | $169,452-68.1% | $135,380-60.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.32% | 3.26%-8.6pp | 1.83%-7.2pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,796 | $5,117-45.4% | $4,157-32.7% | $4,779-41.5% |
| Participant deferral / active EE | $5,546 | $6,075-8.7% | $5,277+5.1% | $5,609-1.1% |
| Admin fee / account holder | $8,520 | $11,472-25.7% | $9,110-6.5% | $10,828-21.3% |