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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 | $171,365 | $73,839+132.1% | $143,788+19.2% | $68,495+150.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.70% | 1.01%-16.7pp | -0.03%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $7,124 | $3,184+123.7% | $4,952+43.9% | $2,596+174.4% |
| Participant deferral / active EE | $7,312 | $3,384+116.1% | $5,638+29.7% | $4,028+81.6% |
| Admin fee / account holder | $1,887 | $5,755-67.2% | $14,675-87.1% | $5,403-65.1% |