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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 | $194,831 | $92,219+111.3% | $76,766+153.8% | $135,382+43.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -3.85% | 5.46%-9.3pp | 2.43%-6.3pp | 519.77%-523.6pp |
| Employer contribution / active EE | $6,087 | $3,216+89.3% | $2,485+144.9% | $4,779+27.4% |
| Participant deferral / active EE | $13,350 | $4,508+196.1% | $3,851+246.6% | $5,609+138.0% |
| Admin fee / account holder | $4,172 | $10,749-61.2% | $6,675-37.5% | $10,829-61.5% |