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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 | $64,117 | $33,067+93.9% | $76,518-16.2% | $56,289+13.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -5.20% | 2.72%-7.9pp | -0.27%-4.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $9,854 | $1,200+721.0% | $2,647+272.2% | $2,111+366.8% |
| Participant deferral / active EE | $11,230 | $2,240+401.4% | $3,836+192.8% | $3,350+235.2% |
| Admin fee / account holder | $4,456 | $537+730.0% | $4,849-8.1% | $521+755.4% |