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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 | $133,792 | $65,557+104.1% | $105,736+26.5% | $56,289+137.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | -7.11% | -1.32%-5.8pp | 6.27%-13.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $6,133 | $1,788+243.0% | $3,268+87.7% | $2,111+190.5% |
| Participant deferral / active EE | $5,157 | $2,418+113.3% | $4,080+26.4% | $3,350+54.0% |
| Admin fee / account holder | $2,986 | $561+431.8% | $6,913-56.8% | $521+473.2% |