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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 | $151,970 | $77,816+95.3% | $123,552+23.0% | $64,173+136.8% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -4.16% | 12.49%-16.6pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,837 | $3,014-5.9% | $4,628-38.7% | $2,381+19.2% |
| Participant deferral / active EE | $10,602 | $5,240+102.3% | $6,426+65.0% | $3,470+205.6% |
| Admin fee / account holder | $3,115 | $5,519-43.5% | $9,285-66.4% | $4,887-36.3% |