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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 | $170,311 | $71,873+137.0% | $86,698+96.4% | $68,490+148.7% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -18.27% | 3.54%-21.8pp | 35.96%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $617 | $2,173-71.6% | $2,837-78.2% | $2,597-76.2% |
| Participant deferral / active EE | $5,257 | $3,779+39.1% | $4,656+12.9% | $4,028+30.5% |
| Admin fee / account holder | $10,340 | $6,110+69.2% | $7,492+38.0% | $5,403+91.4% |