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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 | $89,524 | $73,863+21.2% | $143,797-37.7% | $68,490+30.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.79% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $8,304 | $3,185+160.8% | $4,952+67.7% | $2,597+219.8% |
| Participant deferral / active EE | $5,063 | $3,385+49.6% | $5,638-10.2% | $4,028+25.7% |
| Admin fee / account holder | $6,653 | $5,756+15.6% | $14,679-54.7% | $5,403+23.1% |