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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 | $144,861 | $71,872+101.6% | $86,691+67.1% | $68,495+111.5% |
| Participation rate | 88.6% | 72.2%+16.3pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | -15.56% | 3.53%-19.1pp | 35.94%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,374 | $2,173+101.3% | $2,837+54.2% | $2,596+68.5% |
| Participant deferral / active EE | $8,291 | $3,779+119.4% | $4,656+78.1% | $4,028+105.9% |
| Admin fee / account holder | $14,466 | $6,112+136.7% | $7,492+93.1% | $5,403+167.7% |