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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 | $131,342 | $110,083+19.3% | $151,628-13.4% | $68,495+91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.35% | -10.12%-5.2pp | 3.34%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $14,951 | $4,470+234.5% | $6,165+142.5% | $2,596+475.8% |
| Participant deferral / active EE | $14,717 | $6,526+125.5% | $8,363+76.0% | $4,028+265.4% |
| Admin fee / account holder | $35,379 | $7,718+358.4% | $11,613+204.7% | $5,403+554.8% |