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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 | $165,075 | $77,817+112.1% | $123,553+33.6% | $64,173+157.2% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -6.11% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,268 | $5,240+95.9% | $6,426+59.8% | $3,470+195.9% |
| Admin fee / account holder | $21,292 | $5,519+285.8% | $9,284+129.3% | $4,887+335.7% |