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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 | $104,683 | $73,863+41.7% | $143,797-27.2% | $68,490+52.8% |
| Participation rate | 94.5% | 66.7%+27.9pp | 80.3%+14.2pp | 67.9%+26.6pp |
| Annual return | -12.47% | 0.91%-13.4pp | -0.04%-12.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $4,438 | $3,185+39.4% | $4,952-10.4% | $2,597+70.9% |
| Participant deferral / active EE | $3,547 | $3,385+4.8% | $5,638-37.1% | $4,028-11.9% |
| Admin fee / account holder | $46,541 | $5,756+708.6% | $14,679+217.1% | $5,403+761.4% |