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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 | $72,983 | $77,816-6.2% | $123,552-40.9% | $64,173+13.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.42% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,695 | $3,014+22.6% | $4,628-20.2% | $2,381+55.2% |
| Participant deferral / active EE | $7,786 | $5,240+48.6% | $6,426+21.2% | $3,470+124.4% |
| Admin fee / account holder | $14,317 | $5,519+159.4% | $9,285+54.2% | $4,887+192.9% |