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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 | $154,954 | $73,839+109.9% | $143,788+7.8% | $68,495+126.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.64% | 1.01%-12.7pp | -0.03%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $16,075 | $3,184+404.9% | $4,952+224.6% | $2,596+519.1% |
| Participant deferral / active EE | $9,473 | $3,384+179.9% | $5,638+68.0% | $4,028+135.2% |
| Admin fee / account holder | $842 | $5,755-85.4% | $14,675-94.3% | $5,403-84.4% |