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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 | $144,458 | $183,627-21.3% | $155,602-7.2% | $145,978-1.0% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 13.31% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,790 | $5,316-9.9% | $4,675+2.5% | $4,662+2.8% |
| Participant deferral / active EE | $2,320 | $6,466-64.1% | $5,629-58.8% | $6,690-65.3% |
| Admin fee / account holder | $5,451 | $19,327-71.8% | $15,923-65.8% | $13,400-59.3% |