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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 | $113,386 | $71,872+57.8% | $86,691+30.8% | $68,495+65.5% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -15.34% | 3.53%-18.9pp | 35.94%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,778 | $2,173+27.9% | $2,837-2.1% | $2,596+7.0% |
| Participant deferral / active EE | $7,386 | $3,779+95.5% | $4,656+58.6% | $4,028+83.4% |
| Admin fee / account holder | $2,497 | $6,112-59.2% | $7,492-66.7% | $5,403-53.8% |