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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 | $142,809 | $127,387+12.1% | $115,038+24.1% | $125,389+13.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $3,538 | $5,166-31.5% | $4,608-23.2% | $4,866-27.3% |
| Participant deferral / active EE | $8,292 | $6,423+29.1% | $6,026+37.6% | $5,352+55.0% |
| Admin fee / account holder | $20,763 | $9,516+118.2% | $8,175+154.0% | $9,541+117.6% |