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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 | $71,902 | $64,311+11.8% | $57,356+25.4% | $125,389-42.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.50% | 25.14%-25.6pp | 24.41%-24.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $10,716 | $3,193+235.6% | $2,689+298.6% | $4,866+120.2% |
| Participant deferral / active EE | $3,381 | $3,846-12.1% | $3,162+6.9% | $5,352-36.8% |
| Admin fee / account holder | $459 | $5,243-91.3% | $3,357-86.3% | $9,541-95.2% |