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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 | $68,596 | $73,863-7.1% | $143,797-52.3% | $68,490+0.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.24% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $4,399 | $3,185+38.1% | $4,952-11.2% | $2,597+69.4% |
| Participant deferral / active EE | $3,334 | $3,385-1.5% | $5,638-40.9% | $4,028-17.2% |
| Admin fee / account holder | $10,842 | $5,756+88.4% | $14,679-26.1% | $5,403+100.7% |