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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 | $79,183 | $73,848+7.2% | $143,799-44.9% | $68,486+15.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.26% | 0.91%-15.2pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,319 | $3,184+35.6% | $4,952-12.8% | $2,597+66.3% |
| Participant deferral / active EE | $5,367 | $3,385+58.6% | $5,638-4.8% | $4,028+33.3% |
| Admin fee / account holder | $1,044 | $5,755-81.9% | $14,677-92.9% | $5,404-80.7% |