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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 | $197,673 | $73,848+167.7% | $143,799+37.5% | $68,486+188.6% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -17.29% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $10,491 | $3,184+229.4% | $4,952+111.8% | $2,597+304.0% |
| Participant deferral / active EE | $7,104 | $3,385+109.9% | $5,638+26.0% | $4,028+76.4% |
| Admin fee / account holder | $3,651 | $5,755-36.6% | $14,677-75.1% | $5,404-32.4% |