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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 | $117,158 | $73,848+58.6% | $143,799-18.5% | $68,486+71.1% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -15.99% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $6,928 | $3,184+117.6% | $4,952+39.9% | $2,597+166.8% |
| Participant deferral / active EE | $8,493 | $3,385+150.9% | $5,638+50.6% | $4,028+110.9% |
| Admin fee / account holder | $5,588 | $5,755-2.9% | $14,677-61.9% | $5,404+3.4% |