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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 | $209,649 | $71,872+191.7% | $86,691+141.8% | $68,495+206.1% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -12.56% | 3.53%-16.1pp | 35.94%-48.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,490 | $2,173+106.6% | $2,837+58.3% | $2,596+72.9% |
| Participant deferral / active EE | $8,845 | $3,779+134.1% | $4,656+90.0% | $4,028+119.6% |
| Admin fee / account holder | $23,014 | $6,112+276.5% | $7,492+207.2% | $5,403+325.9% |