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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 | $115,756 | $73,839+56.8% | $143,788-19.5% | $68,495+69.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.03%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,645 | $3,184+14.5% | $4,952-26.4% | $2,596+40.4% |
| Participant deferral / active EE | $7,188 | $3,384+112.4% | $5,638+27.5% | $4,028+78.5% |
| Admin fee / account holder | $705 | $5,755-87.8% | $14,675-95.2% | $5,403-87.0% |