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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 | $57,540 | $127,100-54.7% | $105,738-45.6% | $135,379-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.75% | 4.49%-10.2pp | 6.27%-12.0pp | 519.79%-525.5pp |
| Employer contribution / active EE | $2,670 | $4,107-35.0% | $3,268-18.3% | $4,779-44.1% |
| Participant deferral / active EE | $4,082 | $5,064-19.4% | $4,080+0.1% | $5,609-27.2% |
| Admin fee / account holder | $6,676 | $9,087-26.5% | $6,913-3.4% | $10,828-38.3% |