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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 | $118,693 | $140,592-15.6% | $123,106-3.6% | $125,388-5.3% |
| Participation rate | 95.5% | 88.2%+7.3pp | 86.8%+8.7pp | 83.2%+12.3pp |
| Annual return | -0.13% | 16.80%-16.9pp | 13.22%-13.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,359 | $6,041-44.4% | $5,151-34.8% | $4,866-31.0% |
| Participant deferral / active EE | $11,619 | $6,980+66.5% | $6,229+86.5% | $5,352+117.1% |
| Admin fee / account holder | $4,357 | $11,198-61.1% | $9,015-51.7% | $9,541-54.3% |