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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 | $125,794 | $56,339+123.3% | $104,299+20.6% | $68,490+83.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -15.94% | -9.19%-6.8pp | 24.62%-40.6pp | -7.85%-8.1pp |
| Employer contribution / active EE | $12,744 | $1,960+550.2% | $3,373+277.8% | $2,597+390.8% |
| Participant deferral / active EE | $2,848 | $3,077-7.4% | $4,626-38.4% | $4,028-29.3% |
| Admin fee / account holder | $8,071 | $4,902+64.7% | $7,339+10.0% | $5,403+49.4% |