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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 | $167,091 | $42,383+294.2% | $76,523+118.4% | $64,181+160.3% |
| Participation rate | 89.5% | 58.1%+31.3pp | 68.0%+21.5pp | 69.6%+19.9pp |
| Annual return | -7.43% | -16.54%+9.1pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,322 | $1,563-15.4% | $2,647-50.1% | $2,381-44.5% |
| Participant deferral / active EE | $9,562 | $2,566+272.6% | $3,835+149.3% | $3,470+175.6% |
| Admin fee / account holder | $5,908 | $3,198+84.8% | $4,848+21.9% | $4,887+20.9% |