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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 | $191,283 | $102,623+86.4% | $151,627+26.2% | $66,923+185.8% |
| Participation rate | 74.8% | 85.5%-10.7pp | 87.5%-12.7pp | 69.8%+5.0pp |
| Annual return | -16.51% | -10.82%-5.7pp | 3.33%-19.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $5,964 | $4,183+42.6% | $6,166-3.3% | $2,545+134.4% |
| Participant deferral / active EE | $4,239 | $6,644-36.2% | $8,363-49.3% | $4,2370% |
| Admin fee / account holder | $2,778 | $630+340.8% | $11,612-76.1% | $593+368.2% |