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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 | $162,929 | $67,411+141.7% | $91,004+79.0% | $70,126+132.3% |
| Participation rate | 94.6% | 71.4%+23.2pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 14.53% | -40.16%+54.7pp | 4.60%+9.9pp | 73.15%-58.6pp |
| Employer contribution / active EE | $7,569 | $1,786+323.8% | $2,456+208.2% | $2,343+223.1% |
| Participant deferral / active EE | $4,594 | $2,823+62.7% | $3,548+29.5% | $3,332+37.9% |
| Admin fee / account holder | $3,850 | $4,236-9.1% | $5,417-28.9% | $4,645-17.1% |