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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 | $109,650 | $73,863+48.4% | $143,797-23.7% | $68,490+60.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.21% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $7,303 | $3,185+129.3% | $4,952+47.5% | $2,597+181.2% |
| Participant deferral / active EE | $7,253 | $3,385+114.3% | $5,638+28.6% | $4,028+80.1% |
| Admin fee / account holder | $12,199 | $5,756+111.9% | $14,679-16.9% | $5,403+125.8% |