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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 | $163,944 | $77,817+110.7% | $123,553+32.7% | $64,173+155.5% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -5.04% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $8,591 | $3,014+185.0% | $4,628+85.6% | $2,381+260.8% |
| Participant deferral / active EE | $7,322 | $5,240+39.7% | $6,426+13.9% | $3,470+111.0% |
| Admin fee / account holder | $4,084 | $5,519-26.0% | $9,284-56.0% | $4,887-16.4% |