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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 | $128,453 | $77,817+65.1% | $123,553+4.0% | $64,173+100.2% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -5.44% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,898 | $3,014+62.5% | $4,628+5.8% | $2,381+105.7% |
| Participant deferral / active EE | $7,478 | $5,240+42.7% | $6,426+16.4% | $3,470+115.5% |
| Admin fee / account holder | $4,263 | $5,519-22.8% | $9,284-54.1% | $4,887-12.8% |