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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 | $134,324 | $64,729+107.5% | $112,263+19.7% | $68,490+96.1% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.2pp |
| Annual return | -14.91% | -11.40%-3.5pp | 27.49%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $7,572 | $2,746+175.8% | $3,636+108.3% | $2,597+191.6% |
| Participant deferral / active EE | $7,348 | $3,566+106.1% | $4,729+55.4% | $4,028+82.4% |
| Admin fee / account holder | $24,150 | $5,222+362.5% | $6,410+276.7% | $5,403+347.0% |