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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 | $99,864 | $85,790+16.4% | $67,313+48.4% | $135,380-26.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.82% | -0.54%-6.3pp | -4.08%-2.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,359 | $3,487-3.7% | $2,566+30.9% | $4,779-29.7% |
| Participant deferral / active EE | $5,373 | $4,651+15.5% | $3,568+50.6% | $5,609-4.2% |
| Admin fee / account holder | $316 | $6,392-95.1% | $4,507-93.0% | $10,828-97.1% |