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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 | $76,183 | $73,863+3.1% | $143,797-47.0% | $68,490+11.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.66% | 0.91%-9.6pp | -0.04%-8.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $5,377 | $3,185+68.8% | $4,952+8.6% | $2,597+107.1% |
| Participant deferral / active EE | $3,293 | $3,385-2.7% | $5,638-41.6% | $4,028-18.3% |
| Admin fee / account holder | $5,082 | $5,756-11.7% | $14,679-65.4% | $5,403-5.9% |