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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 | $137,967 | $73,863+86.8% | $143,797-4.1% | $68,490+101.4% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -14.56% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $7,192 | $3,185+125.8% | $4,952+45.2% | $2,597+177.0% |
| Participant deferral / active EE | $5,845 | $3,385+72.7% | $5,638+3.7% | $4,028+45.1% |
| Admin fee / account holder | $6,400 | $5,756+11.2% | $14,679-56.4% | $5,403+18.5% |