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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 | $152,623 | $73,863+106.6% | $143,797+6.1% | $68,490+122.8% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -14.70% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,452 | $3,185+39.8% | $4,952-10.1% | $2,597+71.4% |
| Participant deferral / active EE | $6,517 | $3,385+92.6% | $5,638+15.6% | $4,028+61.8% |
| Admin fee / account holder | $79,500 | $5,756+1281.2% | $14,679+441.6% | $5,403+1371.4% |