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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 | $125,980 | $73,863+70.6% | $143,797-12.4% | $68,490+83.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.97% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,402 | $3,185-24.6% | $4,952-51.5% | $2,597-7.5% |
| Participant deferral / active EE | $4,567 | $3,385+34.9% | $5,638-19.0% | $4,028+13.4% |
| Admin fee / account holder | $1,792 | $5,756-68.9% | $14,679-87.8% | $5,403-66.8% |