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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 | $97,343 | $42,383+129.7% | $76,518+27.2% | $64,173+51.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -4.13% | -16.54%+12.4pp | -0.27%-3.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,805 | $1,563+271.4% | $2,647+119.3% | $2,381+143.8% |
| Participant deferral / active EE | $1,082 | $2,566-57.8% | $3,836-71.8% | $3,470-68.8% |
| Admin fee / account holder | $4,362 | $3,198+36.4% | $4,849-10.0% | $4,887-10.8% |