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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 | $109,938 | $65,092+68.9% | $143,799-23.5% | $66,938+64.2% |
| Participation rate | 76.0% | 65.2%+10.8pp | 80.3%-4.3pp | 69.8%+6.2pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,022 | $2,362+70.3% | $4,952-18.8% | $2,545+58.0% |
| Participant deferral / active EE | $7,348 | $2,920+151.6% | $5,638+30.3% | $4,238+73.4% |
| Admin fee / account holder | $16,640 | $502+3212.1% | $14,677+13.4% | $594+2703.7% |