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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 | $184,006 | $73,863+149.1% | $143,797+28.0% | $68,490+168.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.19% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.3pp |
| Employer contribution / active EE | $5,460 | $3,185+71.4% | $4,952+10.2% | $2,597+110.3% |
| Participant deferral / active EE | $6,520 | $3,385+92.6% | $5,638+15.6% | $4,028+61.9% |
| Admin fee / account holder | $5,651 | $5,756-1.8% | $14,679-61.5% | $5,403+4.6% |