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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 | $158,667 | $73,863+114.8% | $143,797+10.3% | $68,490+131.7% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -18.75% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $5,722 | $3,185+79.7% | $4,952+15.6% | $2,597+120.4% |
| Participant deferral / active EE | $5,386 | $3,385+59.1% | $5,638-4.5% | $4,028+33.7% |
| Admin fee / account holder | $3,616 | $5,756-37.2% | $14,679-75.4% | $5,403-33.1% |