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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 | $204,684 | $73,863+177.1% | $143,797+42.3% | $68,490+198.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.91% | 0.91%-13.8pp | -0.04%-12.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,832 | $3,185-42.5% | $4,952-63.0% | $2,597-29.5% |
| Participant deferral / active EE | $5,797 | $3,385+71.3% | $5,638+2.8% | $4,028+43.9% |
| Admin fee / account holder | $1,700 | $5,756-70.5% | $14,679-88.4% | $5,403-68.5% |