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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 | $144,367 | $63,703+126.6% | $93,063+55.1% | $82,448+75.1% |
| Participation rate | 95.9% | 63.8%+32.1pp | 72.1%+23.8pp | 68.1%+27.9pp |
| Annual return | 13.54% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,337 | $1,729-22.6% | $2,476-46.0% | $2,551-47.6% |
| Participant deferral / active EE | $6,174 | $2,919+111.5% | $3,958+56.0% | $4,139+49.1% |
| Admin fee / account holder | $2,180 | $5,982-63.6% | $6,033-63.9% | $7,234-69.9% |