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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 | $183,249 | $77,816+135.5% | $123,552+48.3% | $64,173+185.6% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -5.04% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,786 | $3,014+125.1% | $4,628+46.6% | $2,381+185.0% |
| Participant deferral / active EE | $4,722 | $5,240-9.9% | $6,426-26.5% | $3,470+36.1% |
| Admin fee / account holder | $4,721 | $5,519-14.5% | $9,285-49.1% | $4,887-3.4% |