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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 | $115,477 | $43,550+165.2% | $63,244+82.6% | $52,331+120.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | 0.02% | 2.03%-2.0pp | -70.31%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,164 | $1,351+60.2% | $2,322-6.8% | $1,882+15.0% |
| Participant deferral / active EE | $6,173 | $2,254+173.9% | $2,953+109.0% | $3,022+104.3% |
| Admin fee / account holder | $2,714 | $387+601.4% | $5,893-54.0% | $592+358.7% |