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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 | $211,740 | $73,863+186.7% | $143,797+47.2% | $68,490+209.2% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -15.24% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $7,010 | $3,185+120.1% | $4,952+41.6% | $2,597+170.0% |
| Participant deferral / active EE | $4,329 | $3,385+27.9% | $5,638-23.2% | $4,028+7.5% |
| Admin fee / account holder | $32,559 | $5,756+465.6% | $14,679+121.8% | $5,403+502.6% |