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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 | $206,557 | $77,817+165.4% | $123,553+67.2% | $64,173+221.9% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -7.33% | 12.49%-19.8pp | 119.21%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $7,281 | $3,014+141.6% | $4,628+57.3% | $2,381+205.8% |
| Participant deferral / active EE | $9,234 | $5,240+76.2% | $6,426+43.7% | $3,470+166.1% |
| Admin fee / account holder | $1,394 | $5,519-74.7% | $9,284-85.0% | $4,887-71.5% |