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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 | $176,898 | $72,177+145.1% | $115,038+53.8% | $59,633+196.6% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | -0.64% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $3,912 | $2,841+37.7% | $4,608-15.1% | $2,203+77.6% |
| Participant deferral / active EE | $8,249 | $4,783+72.5% | $6,026+36.9% | $3,192+158.5% |
| Admin fee / account holder | $2,237 | $4,927-54.6% | $8,175-72.6% | $4,297-47.9% |