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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 | $212,838 | $110,083+93.3% | $151,645+40.4% | $68,490+210.8% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -13.05% | -10.12%-2.9pp | 3.34%-16.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $12,766 | $4,470+185.6% | $6,165+107.1% | $2,597+391.6% |
| Participant deferral / active EE | $15,314 | $6,526+134.6% | $8,363+83.1% | $4,028+280.2% |
| Admin fee / account holder | $6,506 | $7,718-15.7% | $11,614-44.0% | $5,403+20.4% |