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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 | $120,024 | $83,908+43.0% | $68,509+75.2% | $125,389-4.3% |
| Participation rate | 94.1% | 78.2%+15.9pp | 74.7%+19.4pp | 83.2%+10.9pp |
| Annual return | -1.55% | 14.48%-16.0pp | 8.27%-9.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $4,294 | $3,031+41.7% | $2,278+88.5% | $4,866-11.8% |
| Participant deferral / active EE | $5,372 | $4,125+30.2% | $3,382+58.8% | $5,352+0.4% |
| Admin fee / account holder | $4,851 | $8,982-46.0% | $5,275-8.0% | $9,541-49.2% |