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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 | $208,047 | $73,848+181.7% | $143,799+44.7% | $68,486+203.8% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -8.71% | 0.91%-9.6pp | -0.04%-8.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $5,054 | $3,184+58.7% | $4,952+2.1% | $2,597+94.6% |
| Participant deferral / active EE | $4,686 | $3,385+38.4% | $5,638-16.9% | $4,028+16.3% |
| Admin fee / account holder | $8,258 | $5,755+43.5% | $14,677-43.7% | $5,404+52.8% |