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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 | $191,903 | $73,863+159.8% | $143,797+33.5% | $68,490+180.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.84% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $6,646 | $3,185+108.7% | $4,952+34.2% | $2,597+155.9% |
| Participant deferral / active EE | $6,862 | $3,385+102.7% | $5,638+21.7% | $4,028+70.4% |
| Admin fee / account holder | $1,143 | $5,756-80.1% | $14,679-92.2% | $5,403-78.8% |