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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 | $57,578 | $64,716-11.0% | $112,258-48.7% | $68,495-15.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.67% | -11.40%-6.3pp | 27.47%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,135 | $2,746+50.6% | $3,636+13.7% | $2,596+59.2% |
| Participant deferral / active EE | $5,789 | $3,565+62.4% | $4,728+22.4% | $4,028+43.7% |
| Admin fee / account holder | $5,433 | $5,232+3.8% | $6,411-15.3% | $5,403+0.5% |