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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 | $230,564 | $61,755+273.4% | $97,161+137.3% | $80,911+185.0% |
| Participation rate | 73.2% | 63.5%+9.7pp | 72.7%+0.5pp | 67.6%+5.5pp |
| Annual return | 18.90% | -557.90%+576.8pp | 75.36%-56.5pp | 35.63%-16.7pp |
| Employer contribution / active EE | $1,869 | $1,835+1.9% | $2,723-31.4% | $2,756-32.2% |
| Participant deferral / active EE | $4,521 | $3,026+49.4% | $4,265+6.0% | $4,297+5.2% |
| Admin fee / account holder | $5,848 | $5,166+13.2% | $5,647+3.6% | $6,935-15.7% |