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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 | $109,256 | $73,863+47.9% | $143,797-24.0% | $68,490+59.5% |
| Participation rate | 96.2% | 66.7%+29.6pp | 80.3%+15.9pp | 67.9%+28.3pp |
| Annual return | -19.12% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $8,166 | $3,185+156.4% | $4,952+64.9% | $2,597+214.5% |
| Participant deferral / active EE | $5,676 | $3,385+67.7% | $5,638+0.7% | $4,028+40.9% |
| Admin fee / account holder | $3,056 | $5,756-46.9% | $14,679-79.2% | $5,403-43.4% |