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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 | $193,313 | $110,083+75.6% | $151,645+27.5% | $68,490+182.2% |
| Participation rate | 93.7% | 84.0%+9.7pp | 87.5%+6.2pp | 67.9%+25.8pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.34%-20.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $9,714 | $4,470+117.3% | $6,165+57.6% | $2,597+274.1% |
| Participant deferral / active EE | $17,874 | $6,526+173.9% | $8,363+113.7% | $4,028+343.8% |
| Admin fee / account holder | $3,953 | $7,718-48.8% | $11,614-66.0% | $5,403-26.8% |