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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 | $228,677 | $73,863+209.6% | $143,797+59.0% | $68,490+233.9% |
| Participation rate | 97.8% | 66.7%+31.2pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -16.27% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $9,959 | $3,185+212.7% | $4,952+101.1% | $2,597+283.5% |
| Participant deferral / active EE | $6,210 | $3,385+83.5% | $5,638+10.1% | $4,028+54.2% |
| Admin fee / account holder | $7,152 | $5,756+24.2% | $14,679-51.3% | $5,403+32.4% |