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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 | $230,101 | $54,162+324.8% | $68,612+235.4% | $64,173+258.6% |
| Participation rate | 97.1% | 68.1%+29.0pp | 72.2%+24.8pp | 69.6%+27.5pp |
| Annual return | -4.32% | -1.62%-2.7pp | -4.63%+0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,214 | $1,846+19.9% | $2,625-15.7% | $2,381-7.0% |
| Participant deferral / active EE | $7,923 | $2,626+201.7% | $3,311+139.3% | $3,470+128.3% |
| Admin fee / account holder | $36,071 | $4,029+795.4% | $5,131+603.0% | $4,887+638.0% |