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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 | $172,818 | $73,848+134.0% | $143,799+20.2% | $68,486+152.3% |
| Participation rate | 86.3% | 66.7%+19.6pp | 80.3%+6.0pp | 67.9%+18.4pp |
| Annual return | -17.78% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $7,321 | $3,184+129.9% | $4,952+47.8% | $2,597+181.9% |
| Participant deferral / active EE | $6,994 | $3,385+106.6% | $5,638+24.0% | $4,028+73.7% |
| Admin fee / account holder | $2,440 | $5,755-57.6% | $14,677-83.4% | $5,404-54.8% |