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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 | $156,975 | $81,870+91.7% | $119,622+31.2% | $68,486+129.2% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -13.80% | -23.82%+10.0pp | -14.98%+1.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,500 | $2,692-44.3% | $4,232-64.6% | $2,597-42.2% |
| Participant deferral / active EE | $6,779 | $4,148+63.4% | $5,601+21.0% | $4,028+68.3% |
| Admin fee / account holder | $105,783 | $6,583+1506.9% | $10,328+924.2% | $5,404+1857.6% |