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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 | $93,607 | $71,878+30.2% | $86,698+8.0% | $68,486+36.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.55% | 3.53%-21.1pp | 35.95%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $7,081 | $2,173+225.8% | $2,837+149.6% | $2,597+172.7% |
| Participant deferral / active EE | $5,259 | $3,779+39.2% | $4,656+13.0% | $4,028+30.6% |
| Admin fee / account holder | $4,656 | $6,113-23.8% | $7,493-37.9% | $5,404-13.8% |