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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 | $71,118 | $97,881-27.3% | $80,004-11.1% | $125,389-43.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.01% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,021 | $3,128-3.4% | $2,473+22.2% | $4,866-37.9% |
| Participant deferral / active EE | $16,739 | $3,744+347.1% | $3,204+422.5% | $5,352+212.8% |
| Admin fee / account holder | $1,012 | $6,278-83.9% | $5,033-79.9% | $9,541-89.4% |