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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 | $167,324 | $81,870+104.4% | $119,622+39.9% | $68,486+144.3% |
| Participation rate | 79.5% | 71.9%+7.7pp | 79.3%+0.3pp | 67.9%+11.7pp |
| Annual return | -16.57% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,131 | $2,692+16.3% | $4,232-26.0% | $2,597+20.6% |
| Participant deferral / active EE | $6,329 | $4,148+52.6% | $5,601+13.0% | $4,028+57.1% |
| Admin fee / account holder | $40,699 | $6,583+518.2% | $10,328+294.1% | $5,404+653.2% |