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 | $181,622 | $49,280+268.6% | $67,313+169.8% | $64,173+183.0% |
| Participation rate | 95.8% | 60.8%+35.0pp | 69.1%+26.7pp | 69.6%+26.2pp |
| Annual return | -7.29% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,243 | $1,668+94.4% | $2,566+26.4% | $2,381+36.2% |
| Participant deferral / active EE | $9,764 | $2,484+293.1% | $3,568+173.6% | $3,470+181.4% |
| Admin fee / account holder | $874 | $3,863-77.4% | $4,507-80.6% | $4,887-82.1% |