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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 | $205,602 | $81,870+151.1% | $119,634+71.9% | $68,490+200.2% |
| Participation rate | 83.0% | 71.9%+11.1pp | 79.3%+3.8pp | 67.9%+15.1pp |
| Annual return | -15.81% | -23.82%+8.0pp | -14.98%-0.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,673 | $2,692+185.1% | $4,232+81.3% | $2,597+195.5% |
| Participant deferral / active EE | $6,186 | $4,148+49.1% | $5,601+10.4% | $4,028+53.6% |
| Admin fee / account holder | $6,294 | $6,583-4.4% | $10,329-39.1% | $5,403+16.5% |