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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 | $126,615 | $73,848+71.5% | $143,799-11.9% | $68,486+84.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.29% | 0.91%-12.2pp | -0.04%-11.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $6,861 | $3,184+115.5% | $4,952+38.6% | $2,597+164.2% |
| Participant deferral / active EE | $5,376 | $3,385+58.8% | $5,638-4.6% | $4,028+33.5% |
| Admin fee / account holder | $4,971 | $5,755-13.6% | $14,677-66.1% | $5,404-8.0% |