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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 | $107,071 | $95,193+12.5% | $76,523+39.9% | $135,382-20.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 4.85%-10.3pp | -0.27%-5.2pp | 519.77%-525.2pp |
| Employer contribution / active EE | $7,058 | $3,302+113.7% | $2,647+166.6% | $4,779+47.7% |
| Participant deferral / active EE | $7,342 | $4,639+58.3% | $3,835+91.4% | $5,609+30.9% |
| Admin fee / account holder | $1,492 | $6,249-76.1% | $4,848-69.2% | $10,829-86.2% |