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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 | $155,804 | $72,404+115.2% | $110,243+41.3% | $64,173+142.8% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | -5.71% | -6.29%+0.6pp | 314.76%-320.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,175 | $2,282+39.1% | $3,827-17.0% | $2,381+33.3% |
| Participant deferral / active EE | $4,415 | $3,469+27.3% | $4,672-5.5% | $3,470+27.2% |
| Admin fee / account holder | $5,227 | $5,664-7.7% | $8,548-38.8% | $4,887+7.0% |