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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 | $104,337 | $73,848+41.3% | $143,799-27.4% | $68,486+52.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.66% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $6,592 | $3,184+107.0% | $4,952+33.1% | $2,597+153.9% |
| Participant deferral / active EE | $4,364 | $3,385+28.9% | $5,638-22.6% | $4,028+8.4% |
| Admin fee / account holder | $2,575 | $5,755-55.3% | $14,677-82.5% | $5,404-52.4% |