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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 | $158,712 | $82,028+93.5% | $123,105+28.9% | $59,633+166.1% |
| Participation rate | 92.7% | 83.2%+9.5pp | 86.8%+5.9pp | 68.7%+24.0pp |
| Annual return | -0.75% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $5,630 | $3,297+70.8% | $5,151+9.3% | $2,203+155.6% |
| Participant deferral / active EE | $12,329 | $4,667+164.2% | $6,229+97.9% | $3,192+286.3% |
| Admin fee / account holder | $2,195 | $5,879-62.7% | $9,014-75.6% | $4,297-48.9% |