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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 | $199,212 | $77,816+156.0% | $123,549+61.2% | $64,181+210.4% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -5.39% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $10,046 | $3,014+233.3% | $4,628+117.1% | $2,381+322.0% |
| Participant deferral / active EE | $8,306 | $5,240+58.5% | $6,426+29.3% | $3,470+139.4% |
| Admin fee / account holder | $32,804 | $5,519+494.4% | $9,284+253.3% | $4,887+571.2% |