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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 | $104,464 | $77,817+34.2% | $123,553-15.4% | $64,173+62.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.31% | 12.49%-19.8pp | 119.21%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $8,314 | $3,014+175.9% | $4,628+79.7% | $2,381+249.2% |
| Participant deferral / active EE | $5,987 | $5,240+14.3% | $6,426-6.8% | $3,470+72.5% |
| Admin fee / account holder | $3,021 | $5,519-45.3% | $9,284-67.5% | $4,887-38.2% |