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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 | $124,454 | $73,839+68.5% | $143,788-13.4% | $68,495+81.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.63% | 1.01%-17.6pp | -0.03%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $18,587 | $3,184+483.7% | $4,952+275.4% | $2,596+615.8% |
| Participant deferral / active EE | $23,066 | $3,384+581.5% | $5,638+309.1% | $4,028+472.7% |
| Admin fee / account holder | $9,483 | $5,755+64.8% | $14,675-35.4% | $5,403+75.5% |