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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 | $227,299 | $73,863+207.7% | $143,797+58.1% | $68,490+231.9% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -16.11% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $7,270 | $3,185+128.3% | $4,952+46.8% | $2,597+180.0% |
| Participant deferral / active EE | $7,966 | $3,385+135.4% | $5,638+41.3% | $4,028+97.8% |
| Admin fee / account holder | $16,829 | $5,756+192.4% | $14,679+14.6% | $5,403+211.5% |