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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 | $133,233 | $95,917+38.9% | $79,583+67.4% | $134,545-1.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.68% | -2.70%-5.0pp | 0.16%-7.8pp | 418.37%-426.0pp |
| Employer contribution / active EE | $2,873 | $3,129-8.2% | $2,414+19.0% | $4,742-39.4% |
| Participant deferral / active EE | $7,032 | $4,694+49.8% | $3,986+76.4% | $6,401+9.9% |
| Admin fee / account holder | $479 | $9,132-94.8% | $6,835-93.0% | $11,431-95.8% |