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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 | $153,544 | $110,083+39.5% | $151,645+1.3% | $68,490+124.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.77% | -10.12%-1.7pp | 3.34%-15.1pp | -7.85%-3.9pp |
| Employer contribution / active EE | $3,217 | $4,470-28.0% | $6,165-47.8% | $2,597+23.9% |
| Participant deferral / active EE | $7,211 | $6,526+10.5% | $8,363-13.8% | $4,028+79.0% |
| Admin fee / account holder | $9,285 | $7,718+20.3% | $11,614-20.0% | $5,403+71.9% |