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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 | $151,757 | $73,009+107.9% | $90,756+67.2% | $68,495+121.6% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -16.72% | -13.81%-2.9pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,514 | $2,193+14.7% | $2,922-14.0% | $2,596-3.2% |
| Participant deferral / active EE | $5,259 | $3,626+45.0% | $4,565+15.2% | $4,028+30.6% |
| Admin fee / account holder | $17,912 | $5,896+203.8% | $8,445+112.1% | $5,403+231.5% |