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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 | $151,975 | $110,083+38.1% | $151,639+0.2% | $68,486+121.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.09% | -10.12%-8.0pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $6,750 | $4,470+51.0% | $6,165+9.5% | $2,597+159.9% |
| Participant deferral / active EE | $4,305 | $6,526-34.0% | $8,363-48.5% | $4,028+6.9% |
| Admin fee / account holder | $5,563 | $7,718-27.9% | $11,613-52.1% | $5,404+2.9% |