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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 | $236,853 | $77,816+204.4% | $123,549+91.7% | $64,181+269.0% |
| Participation rate | 90.4% | 74.7%+15.7pp | 82.3%+8.1pp | 69.6%+20.8pp |
| Annual return | -5.89% | 12.49%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,765 | $3,014+157.6% | $4,628+67.8% | $2,381+226.2% |
| Participant deferral / active EE | $8,619 | $5,240+64.5% | $6,426+34.1% | $3,470+148.4% |
| Admin fee / account holder | $10,361 | $5,519+87.7% | $9,284+11.6% | $4,887+112.0% |