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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 | $208,440 | $64,719+222.1% | $112,249+85.7% | $68,486+204.4% |
| Participation rate | 90.3% | 67.2%+23.2pp | 75.1%+15.3pp | 67.9%+22.4pp |
| Annual return | -14.46% | -11.40%-3.1pp | 27.48%-41.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,842 | $2,747+3.5% | $3,636-21.8% | $2,597+9.4% |
| Participant deferral / active EE | $6,190 | $3,565+73.6% | $4,729+30.9% | $4,028+53.7% |
| Admin fee / account holder | $12,629 | $5,232+141.4% | $6,412+97.0% | $5,404+133.7% |