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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 | $111,471 | $77,817+43.2% | $123,553-9.8% | $64,173+73.7% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.3%+16.2pp | 69.6%+28.9pp |
| Annual return | -6.57% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,012 | $3,014-0.1% | $4,628-34.9% | $2,381+26.5% |
| Participant deferral / active EE | $6,104 | $5,240+16.5% | $6,426-5.0% | $3,470+75.9% |
| Admin fee / account holder | $11,511 | $5,519+108.6% | $9,284+24.0% | $4,887+135.5% |