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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 | $159,676 | $50,947+213.4% | $74,551+114.2% | $64,173+148.8% |
| Participation rate | 75.9% | 61.1%+14.9pp | 69.1%+6.8pp | 69.6%+6.4pp |
| Annual return | -4.55% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,789 | $1,115+60.4% | $1,961-8.8% | $2,381-24.8% |
| Participant deferral / active EE | $4,443 | $2,302+93.0% | $3,108+42.9% | $3,470+28.1% |
| Admin fee / account holder | $8,776 | $4,221+107.9% | $5,059+73.5% | $4,887+79.6% |