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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 | $143,299 | $77,817+84.1% | $123,553+16.0% | $64,173+123.3% |
| Participation rate | 81.6% | 74.7%+6.9pp | 82.3%-0.7pp | 69.6%+12.1pp |
| Annual return | -5.83% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,913 | $5,240+51.0% | $6,426+23.1% | $3,470+128.1% |
| Admin fee / account holder | $12,130 | $5,519+119.8% | $9,284+30.7% | $4,887+148.2% |