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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 | $64,729 | $64,7290% | $112,263-42.3% | $68,490-5.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.43% | -11.40%-3.0pp | 27.49%-41.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $11,520 | $2,746+319.5% | $3,636+216.8% | $2,597+343.7% |
| Participant deferral / active EE | $4,210 | $3,566+18.1% | $4,729-11.0% | $4,028+4.5% |
| Admin fee / account holder | $787 | $5,222-84.9% | $6,410-87.7% | $5,403-85.4% |