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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 | $83,410 | $95,188-12.4% | $76,518+9.0% | $135,380-38.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.60% | 4.85%-9.4pp | -0.27%-4.3pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,505 | $3,303+6.1% | $2,647+32.4% | $4,779-26.7% |
| Participant deferral / active EE | $4,010 | $4,640-13.6% | $3,836+4.5% | $5,609-28.5% |
| Admin fee / account holder | $18,560 | $6,249+197.0% | $4,849+282.8% | $10,828+71.4% |