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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 | $136,034 | $162,821-16.5% | $133,978+1.5% | $158,982-14.4% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 25.16% | 41.95%-16.8pp | 45.10%-19.9pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,656 | $4,976-66.7% | $3,919-57.7% | $4,763-65.2% |
| Participant deferral / active EE | $6,613 | $5,910+11.9% | $5,047+31.0% | $5,983+10.5% |
| Admin fee / account holder | $708 | $11,742-94.0% | $8,930-92.1% | $11,252-93.7% |