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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 | $134,891 | $81,870+64.8% | $119,634+12.8% | $68,490+96.9% |
| Participation rate | 95.0% | 71.9%+23.1pp | 79.3%+15.7pp | 67.9%+27.1pp |
| Annual return | -14.81% | -23.82%+9.0pp | -14.98%+0.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $7,022 | $2,692+160.8% | $4,232+65.9% | $2,597+170.4% |
| Participant deferral / active EE | $9,992 | $4,148+140.9% | $5,601+78.4% | $4,028+148.1% |
| Admin fee / account holder | $732 | $6,583-88.9% | $10,329-92.9% | $5,403-86.5% |