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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 | $170,690 | $43,730+290.3% | $121,220+40.8% | $64,173+166.0% |
| Participation rate | 90.3% | 58.3%+32.0pp | 71.8%+18.6pp | 69.6%+20.8pp |
| Annual return | -5.01% | 68.94%-73.9pp | 16.94%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,803 | $1,297+270.3% | $4,023+19.4% | $2,381+101.7% |
| Participant deferral / active EE | $6,693 | $2,281+193.4% | $3,345+100.1% | $3,470+92.9% |
| Admin fee / account holder | $2,838 | $3,502-19.0% | $5,021-43.5% | $4,887-41.9% |