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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 | $154,387 | $64,719+138.5% | $112,249+37.5% | $68,486+125.4% |
| Participation rate | 94.0% | 67.2%+26.8pp | 75.1%+18.9pp | 67.9%+26.1pp |
| Annual return | -18.03% | -11.40%-6.6pp | 27.48%-45.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $15,601 | $2,747+468.0% | $3,636+329.1% | $2,597+500.8% |
| Participant deferral / active EE | $5,918 | $3,565+66.0% | $4,729+25.1% | $4,028+46.9% |
| Admin fee / account holder | $2,857 | $5,232-45.4% | $6,412-55.4% | $5,404-47.1% |