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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 | $126,868 | $62,586+102.7% | $76,766+65.3% | $64,181+97.7% |
| Participation rate | 94.7% | 72.8%+21.9pp | 77.0%+17.8pp | 69.6%+25.2pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $9,518 | $1,832+419.5% | $2,485+283.0% | $2,381+299.8% |
| Participant deferral / active EE | $7,362 | $3,145+134.1% | $3,851+91.2% | $3,470+112.2% |
| Admin fee / account holder | $5,965 | $4,667+27.8% | $6,675-10.6% | $4,887+22.0% |