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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 | $185,393 | $76,912+141.0% | $129,118+43.6% | $68,490+170.7% |
| Participation rate | 83.7% | 69.1%+14.6pp | 77.2%+6.5pp | 67.9%+15.8pp |
| Annual return | -16.92% | -9.78%-7.1pp | -10.94%-6.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,197 | $3,243-1.4% | $5,051-36.7% | $2,597+23.1% |
| Participant deferral / active EE | $5,767 | $4,732+21.9% | $6,539-11.8% | $4,028+43.2% |
| Admin fee / account holder | $30,104 | $6,638+353.5% | $14,305+110.5% | $5,403+457.2% |