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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 | $70,088 | $73,848-5.1% | $143,799-51.3% | $68,486+2.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.25% | 0.91%-10.2pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $4,993 | $3,184+56.8% | $4,952+0.8% | $2,597+92.3% |
| Participant deferral / active EE | $4,885 | $3,385+44.3% | $5,638-13.4% | $4,028+21.3% |
| Admin fee / account holder | $9,216 | $5,755+60.1% | $14,677-37.2% | $5,404+70.5% |