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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 | $243,977 | $73,848+230.4% | $143,799+69.7% | $68,486+256.2% |
| Participation rate | 86.2% | 66.7%+19.5pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -14.83% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $12,305 | $3,184+286.4% | $4,952+148.5% | $2,597+373.9% |
| Participant deferral / active EE | $6,600 | $3,385+95.0% | $5,638+17.1% | $4,028+63.9% |
| Admin fee / account holder | $26,462 | $5,755+359.8% | $14,677+80.3% | $5,404+389.7% |