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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 | $168,543 | $77,817+116.6% | $123,553+36.4% | $64,173+162.6% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -5.22% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,950 | $3,014-35.3% | $4,628-57.9% | $2,381-18.1% |
| Participant deferral / active EE | $10,296 | $5,240+96.5% | $6,426+60.2% | $3,470+196.7% |
| Admin fee / account holder | $1,699 | $5,519-69.2% | $9,284-81.7% | $4,887-65.2% |