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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 | $194,174 | $73,863+162.9% | $143,797+35.0% | $68,490+183.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.15% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,774 | $3,185+18.5% | $4,952-23.8% | $2,597+45.3% |
| Participant deferral / active EE | $5,954 | $3,385+75.9% | $5,638+5.6% | $4,028+47.8% |
| Admin fee / account holder | $5,795 | $5,756+0.7% | $14,679-60.5% | $5,403+7.3% |