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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 | $131,017 | $127,387+2.8% | $115,038+13.9% | $125,389+4.5% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 83.2%+8.1pp |
| Annual return | -0.43% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,790 | $6,423-56.6% | $6,026-53.7% | $5,352-47.9% |
| Admin fee / account holder | $3,290 | $9,516-65.4% | $8,175-59.8% | $9,541-65.5% |