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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 | $204,950 | $48,235+324.9% | $68,803+197.9% | $68,490+199.2% |
| Participation rate | 85.3% | 60.7%+24.6pp | 69.0%+16.3pp | 67.9%+17.4pp |
| Annual return | -14.86% | -12.70%-2.2pp | -6.37%-8.5pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,412 | $1,829+31.9% | $2,656-9.2% | $2,597-7.1% |
| Participant deferral / active EE | $4,427 | $2,867+54.4% | $3,942+12.3% | $4,028+9.9% |
| Admin fee / account holder | $12,032 | $4,361+175.9% | $4,936+143.8% | $5,403+122.7% |