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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 | $98,891 | $64,706+52.8% | $112,244-11.9% | $68,498+44.4% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.67% | -11.40%-5.3pp | 27.46%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $8,819 | $2,746+221.1% | $3,635+142.6% | $2,596+239.6% |
| Participant deferral / active EE | $7,108 | $3,565+99.4% | $4,728+50.3% | $4,027+76.5% |
| Admin fee / account holder | $7,556 | $5,231+44.4% | $6,411+17.9% | $5,403+39.8% |