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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 | $89,530 | $72,177+24.0% | $115,038-22.2% | $59,633+50.1% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | -0.27% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $7,538 | $2,841+165.3% | $4,608+63.6% | $2,203+242.2% |
| Participant deferral / active EE | $8,542 | $4,783+78.6% | $6,026+41.7% | $3,192+167.6% |
| Admin fee / account holder | $12,575 | $4,927+155.2% | $8,175+53.8% | $4,297+192.6% |