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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 | $202,715 | $64,729+213.2% | $112,263+80.6% | $68,490+196.0% |
| Participation rate | 79.5% | 67.2%+12.4pp | 75.1%+4.5pp | 67.9%+11.6pp |
| Annual return | -12.65% | -11.40%-1.2pp | 27.49%-40.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $5,880 | $2,746+114.2% | $3,636+61.7% | $2,597+126.5% |
| Participant deferral / active EE | $11,761 | $3,566+229.8% | $4,729+148.7% | $4,028+192.0% |
| Admin fee / account holder | $59,568 | $5,222+1040.8% | $6,410+829.3% | $5,403+1002.5% |