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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 | $242,006 | $62,583+286.7% | $76,767+215.2% | $64,173+277.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,632 | $1,832+98.2% | $2,485+46.1% | $2,381+52.6% |
| Participant deferral / active EE | $5,151 | $3,145+63.8% | $3,852+33.7% | $3,470+48.5% |
| Admin fee / account holder | $10,429 | $4,667+123.5% | $6,675+56.2% | $4,887+113.4% |