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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 | $71,505 | $54,162+32.0% | $68,612+4.2% | $64,173+11.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.23% | -1.62%-2.6pp | -4.63%+0.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,700 | $1,846+154.6% | $2,625+79.0% | $2,381+97.4% |
| Participant deferral / active EE | $3,652 | $2,626+39.1% | $3,311+10.3% | $3,470+5.3% |
| Admin fee / account holder | $12,480 | $4,029+209.8% | $5,131+143.2% | $4,887+155.3% |