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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 | $67,419 | $72,404-6.9% | $110,241-38.8% | $64,181+5.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.72% | -6.29%+1.6pp | 314.75%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,445 | $2,282+51.0% | $3,827-10.0% | $2,381+44.7% |
| Participant deferral / active EE | $6,622 | $3,469+90.9% | $4,672+41.7% | $3,470+90.9% |
| Admin fee / account holder | $23,292 | $5,664+311.2% | $8,548+172.5% | $4,887+376.6% |