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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 | $145,789 | $59,813+143.7% | $79,580+83.2% | $68,486+112.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.58% | -12.30%-1.3pp | 0.15%-13.7pp | -7.85%-5.7pp |
| Employer contribution / active EE | $2,448 | $1,505+62.6% | $2,413+1.4% | $2,597-5.7% |
| Participant deferral / active EE | $6,178 | $3,024+104.3% | $3,985+55.0% | $4,028+53.4% |
| Admin fee / account holder | $1,962 | $4,835-59.4% | $6,835-71.3% | $5,404-63.7% |