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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 | $193,720 | $73,848+162.3% | $143,799+34.7% | $68,486+182.9% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -13.05% | 0.91%-14.0pp | -0.04%-13.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $5,476 | $3,184+72.0% | $4,952+10.6% | $2,597+110.9% |
| Participant deferral / active EE | $5,309 | $3,385+56.9% | $5,638-5.8% | $4,028+31.8% |
| Admin fee / account holder | $16,042 | $5,755+178.7% | $14,677+9.3% | $5,404+196.9% |