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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 | $135,733 | $148,629-8.7% | $135,982-0.2% | $139,487-2.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.18% | 79.33%-63.2pp | 68.32%-52.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $7,151 | $5,247+36.3% | $4,859+47.2% | $4,755+50.4% |
| Participant deferral / active EE | $6,349 | $8,102-21.6% | $7,760-18.2% | $6,713-5.4% |
| Admin fee / account holder | $37,628 | $12,406+203.3% | $10,767+249.5% | $11,407+229.9% |