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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 | $118,361 | $86,701+36.5% | $73,309+61.5% | $125,389-5.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.33% | 2.78%-3.1pp | 5.67%-6.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $10,412 | $4,152+150.7% | $3,237+221.6% | $4,866+114.0% |
| Participant deferral / active EE | $4,275 | $5,549-23.0% | $4,991-14.3% | $5,352-20.1% |
| Admin fee / account holder | $474 | $7,768-93.9% | $5,635-91.6% | $9,541-95.0% |