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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 | $238,112 | $82,324+189.2% | $68,803+246.1% | $134,545+77.0% |
| Participation rate | 92.3% | 75.1%+17.3pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -14.35% | -2.17%-12.2pp | -6.37%-8.0pp | 418.37%-432.7pp |
| Employer contribution / active EE | $10,098 | $3,302+205.9% | $2,656+280.2% | $4,742+113.0% |
| Participant deferral / active EE | $7,119 | $4,740+50.2% | $3,942+80.6% | $6,401+11.2% |
| Admin fee / account holder | $7,605 | $6,485+17.3% | $4,936+54.1% | $11,431-33.5% |