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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 | $53,671 | $59,819-10.3% | $79,583-32.6% | $68,490-21.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.12% | -12.30%-5.8pp | 0.16%-18.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,514 | $1,505+199.8% | $2,414+87.0% | $2,597+73.8% |
| Participant deferral / active EE | $4,552 | $3,025+50.5% | $3,986+14.2% | $4,028+13.0% |
| Admin fee / account holder | $940 | $4,835-80.6% | $6,835-86.2% | $5,403-82.6% |