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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 | $243,703 | $59,805+307.5% | $79,551+206.3% | $68,498+255.8% |
| Participation rate | 90.6% | 61.1%+29.6pp | 69.5%+21.1pp | 67.9%+22.7pp |
| Annual return | -14.41% | -12.30%-2.1pp | 0.14%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $7,004 | $1,505+365.4% | $2,413+190.3% | $2,596+169.7% |
| Participant deferral / active EE | $4,108 | $3,024+35.8% | $3,985+3.1% | $4,027+2.0% |
| Admin fee / account holder | $3,015 | $4,835-37.6% | $6,833-55.9% | $5,403-44.2% |