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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 | $150,852 | $97,020+55.5% | $83,327+81.0% | $135,380+11.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.57% | 12.31%-17.9pp | 10.64%-16.2pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,877 | $4,144-54.7% | $3,379-44.4% | $4,779-60.7% |
| Participant deferral / active EE | $4,466 | $5,964-25.1% | $5,565-19.8% | $5,609-20.4% |
| Admin fee / account holder | $5,904 | $8,426-29.9% | $7,540-21.7% | $10,828-45.5% |