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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 | $72,176 | $73,009-1.1% | $90,756-20.5% | $68,495+5.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,125 | $2,193+42.5% | $2,922+7.0% | $2,596+20.4% |
| Participant deferral / active EE | $5,053 | $3,626+39.4% | $4,565+10.7% | $4,028+25.5% |
| Admin fee / account holder | $3,589 | $5,896-39.1% | $8,445-57.5% | $5,403-33.6% |