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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 | $220,121 | $81,870+168.9% | $119,634+84.0% | $68,490+221.4% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.6pp | 67.9%+31.0pp |
| Annual return | -12.97% | -23.82%+10.8pp | -14.98%+2.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $11,192 | $2,692+315.8% | $4,232+164.4% | $2,597+331.0% |
| Participant deferral / active EE | $2,310 | $4,148-44.3% | $5,601-58.8% | $4,028-42.7% |
| Admin fee / account holder | $7,931 | $6,583+20.5% | $10,329-23.2% | $5,403+46.8% |