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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 | $118,733 | $73,863+60.7% | $143,797-17.4% | $68,490+73.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.28% | 0.91%-15.2pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $7,791 | $3,185+144.6% | $4,952+57.3% | $2,597+200.0% |
| Participant deferral / active EE | $7,770 | $3,385+129.6% | $5,638+37.8% | $4,028+92.9% |
| Admin fee / account holder | $7,357 | $5,756+27.8% | $14,679-49.9% | $5,403+36.2% |