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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 | $152,136 | $73,863+106.0% | $143,797+5.8% | $68,490+122.1% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -16.92% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,960 | $3,185-7.1% | $4,952-40.2% | $2,597+14.0% |
| Participant deferral / active EE | $7,995 | $3,385+136.2% | $5,638+41.8% | $4,028+98.5% |
| Admin fee / account holder | $26,107 | $5,756+353.6% | $14,679+77.9% | $5,403+383.2% |