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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 | $76,746 | $72,404+6.0% | $110,243-30.4% | $64,173+19.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.94% | -6.29%+0.3pp | 314.76%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,372 | $2,282+179.3% | $3,827+66.5% | $2,381+167.6% |
| Participant deferral / active EE | $4,097 | $3,469+18.1% | $4,672-12.3% | $3,470+18.1% |
| Admin fee / account holder | $6,415 | $5,664+13.2% | $8,548-25.0% | $4,887+31.3% |