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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 | $158,184 | $73,848+114.2% | $143,799+10.0% | $68,486+131.0% |
| Participation rate | 91.3% | 66.7%+24.6pp | 80.3%+10.9pp | 67.9%+23.4pp |
| Annual return | -13.51% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,423 | $3,184+7.5% | $4,952-30.9% | $2,597+31.8% |
| Participant deferral / active EE | $5,858 | $3,385+73.1% | $5,638+3.9% | $4,028+45.5% |
| Admin fee / account holder | $12,261 | $5,755+113.1% | $14,677-16.5% | $5,404+126.9% |