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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 | $96,656 | $73,863+30.9% | $143,797-32.8% | $68,490+41.1% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -13.86% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $8,347 | $3,185+162.1% | $4,952+68.6% | $2,597+221.5% |
| Participant deferral / active EE | $10,152 | $3,385+199.9% | $5,638+80.1% | $4,028+152.1% |
| Admin fee / account holder | $11,973 | $5,756+108.0% | $14,679-18.4% | $5,403+121.6% |