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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 | $132,192 | $209,336-36.9% | $197,124-32.9% | $137,256-3.7% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 12.16% | 48.09%-35.9pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,556 | $6,591-15.7% | $6,227-10.8% | $4,156+33.7% |
| Participant deferral / active EE | $7,267 | $9,614-24.4% | $9,135-20.4% | $6,407+13.4% |
| Admin fee / account holder | $50,463 | $17,308+191.6% | $16,298+209.6% | $12,270+311.3% |