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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 | $145,515 | $135,956+7.0% | $123,894+17.5% | $273,972-46.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.11% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,346 | $5,170-74.0% | $4,617-70.9% | $4,869-72.4% |
| Participant deferral / active EE | $6,109 | $6,343-3.7% | $5,984+2.1% | $5,287+15.5% |
| Admin fee / account holder | $26,681 | $9,817+171.8% | $8,357+219.3% | $10,133+163.3% |