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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 | $216,819 | $59,819+262.5% | $79,583+172.4% | $68,490+216.6% |
| Participation rate | 90.3% | 61.1%+29.2pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | 4.60% | -12.30%+16.9pp | 0.16%+4.4pp | -7.85%+12.4pp |
| Employer contribution / active EE | $3,006 | $1,505+99.7% | $2,414+24.5% | $2,597+15.8% |
| Participant deferral / active EE | $5,636 | $3,025+86.3% | $3,986+41.4% | $4,028+39.9% |
| Admin fee / account holder | $2,647 | $4,835-45.3% | $6,835-61.3% | $5,403-51.0% |