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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 | $215,322 | $73,863+191.5% | $143,797+49.7% | $68,490+214.4% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -18.58% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $7,683 | $3,185+141.3% | $4,952+55.1% | $2,597+195.9% |
| Participant deferral / active EE | $11,434 | $3,385+237.8% | $5,638+102.8% | $4,028+183.9% |
| Admin fee / account holder | $7,414 | $5,756+28.8% | $14,679-49.5% | $5,403+37.2% |