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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 | $131,653 | $72,388+81.9% | $111,392+18.2% | $64,173+105.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -5.10% | -1.50%-3.6pp | -2.06%-3.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,448 | $3,000+81.6% | $4,328+25.9% | $2,381+128.8% |
| Participant deferral / active EE | $5,709 | $4,241+34.6% | $5,567+2.5% | $3,470+64.5% |
| Admin fee / account holder | $12,951 | $5,719+126.4% | $12,266+5.6% | $4,887+165.0% |