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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 | $148,132 | $71,873+106.1% | $86,698+70.9% | $68,490+116.3% |
| Participation rate | 87.9% | 72.2%+15.6pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -10.25% | 3.54%-13.8pp | 35.96%-46.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $4,902 | $2,173+125.5% | $2,837+72.8% | $2,597+88.8% |
| Participant deferral / active EE | $5,683 | $3,779+50.4% | $4,656+22.1% | $4,028+41.1% |
| Admin fee / account holder | $45,832 | $6,110+650.1% | $7,492+511.8% | $5,403+748.3% |