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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 | $102,416 | $73,848+38.7% | $143,799-28.8% | $68,486+49.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.58% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $7,999 | $3,184+151.2% | $4,952+61.5% | $2,597+208.1% |
| Participant deferral / active EE | $10,870 | $3,385+221.1% | $5,638+92.8% | $4,028+169.9% |
| Admin fee / account holder | $21,345 | $5,755+270.9% | $14,677+45.4% | $5,404+295.0% |