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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 | $135,983 | $71,873+89.2% | $86,698+56.8% | $68,490+98.5% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -15.77% | 3.54%-19.3pp | 35.96%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,343 | $2,173+283.9% | $2,837+194.1% | $2,597+221.3% |
| Participant deferral / active EE | $11,137 | $3,779+194.7% | $4,656+139.2% | $4,028+176.5% |
| Admin fee / account holder | $5,402 | $6,110-11.6% | $7,492-27.9% | $5,4030% |