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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 | $98,532 | $71,873+37.1% | $86,698+13.6% | $68,490+43.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.61% | 3.54%-18.1pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,819 | $2,173-16.3% | $2,837-35.9% | $2,597-30.0% |
| Participant deferral / active EE | $5,868 | $3,779+55.3% | $4,656+26.0% | $4,028+45.7% |
| Admin fee / account holder | $1,737 | $6,110-71.6% | $7,492-76.8% | $5,403-67.8% |