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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 | $105,306 | $71,873+46.5% | $86,698+21.5% | $68,490+53.8% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -16.06% | 3.54%-19.6pp | 35.96%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,692 | $2,173+69.9% | $2,837+30.1% | $2,597+42.2% |
| Participant deferral / active EE | $10,513 | $3,779+178.2% | $4,656+125.8% | $4,028+161.0% |
| Admin fee / account holder | $41,470 | $6,110+578.7% | $7,492+453.5% | $5,403+667.5% |