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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 | $174,464 | $77,816+124.2% | $123,552+41.2% | $64,173+171.9% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.3%+13.3pp | 69.6%+26.0pp |
| Annual return | -6.21% | 12.49%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $8,318 | $3,014+176.0% | $4,628+79.7% | $2,381+249.4% |
| Participant deferral / active EE | $7,672 | $5,240+46.4% | $6,426+19.4% | $3,470+121.1% |
| Admin fee / account holder | $1,712 | $5,519-69.0% | $9,285-81.6% | $4,887-65.0% |