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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 | $228,503 | $81,870+179.1% | $119,634+91.0% | $68,490+233.6% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -16.41% | -23.82%+7.4pp | -14.98%-1.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,303 | $2,692-14.4% | $4,232-45.6% | $2,597-11.3% |
| Participant deferral / active EE | $9,980 | $4,148+140.6% | $5,601+78.2% | $4,028+147.8% |
| Admin fee / account holder | $12,763 | $6,583+93.9% | $10,329+23.6% | $5,403+136.2% |