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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 | $112,597 | $73,863+52.4% | $143,797-21.7% | $68,490+64.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.20% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,160 | $3,185-32.2% | $4,952-56.4% | $2,597-16.8% |
| Participant deferral / active EE | $5,757 | $3,385+70.1% | $5,638+2.1% | $4,028+42.9% |
| Admin fee / account holder | $5,217 | $5,756-9.4% | $14,679-64.5% | $5,403-3.4% |