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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 | $108,146 | $72,388+49.4% | $111,392-2.9% | $64,173+68.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -3.19% | -1.50%-1.7pp | -2.06%-1.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $6,466 | $3,000+115.6% | $4,328+49.4% | $2,381+171.6% |
| Participant deferral / active EE | $9,632 | $4,241+127.1% | $5,567+73.0% | $3,470+177.6% |
| Admin fee / account holder | $11,813 | $5,719+106.5% | $12,266-3.7% | $4,887+141.7% |