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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 | $242,480 | $56,484+329.3% | $169,452+43.1% | $64,173+277.9% |
| Participation rate | 94.1% | 64.5%+29.6pp | 77.8%+16.3pp | 69.6%+24.5pp |
| Annual return | -5.43% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,627 | $1,832+261.6% | $4,157+59.4% | $2,381+178.4% |
| Participant deferral / active EE | $3,778 | $3,448+9.6% | $5,277-28.4% | $3,470+8.9% |
| Admin fee / account holder | $27,570 | $4,174+560.5% | $9,110+202.6% | $4,887+464.1% |