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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 | $153,622 | $110,083+39.6% | $151,645+1.3% | $68,490+124.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.70% | -10.12%-3.6pp | 3.34%-17.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $8,315 | $4,470+86.0% | $6,165+34.9% | $2,597+220.2% |
| Participant deferral / active EE | $6,244 | $6,526-4.3% | $8,363-25.3% | $4,028+55.0% |
| Admin fee / account holder | $17,263 | $7,718+123.7% | $11,614+48.6% | $5,403+219.5% |