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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 | $114,640 | $71,878+59.5% | $86,698+32.2% | $68,486+67.4% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.2pp |
| Annual return | -13.25% | 3.53%-16.8pp | 35.95%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,403 | $2,173-35.4% | $2,837-50.5% | $2,597-46.0% |
| Participant deferral / active EE | $6,515 | $3,779+72.4% | $4,656+39.9% | $4,028+61.7% |
| Admin fee / account holder | $21,073 | $6,113+244.7% | $7,493+181.2% | $5,404+290.0% |