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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 | $126,753 | $148,582-14.7% | $135,942-6.8% | $139,456-9.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 12.78% | 79.26%-66.5pp | 68.28%-55.5pp | 373.45%-360.7pp |
| Employer contribution / active EE | $6,646 | $5,245+26.7% | $4,858+36.8% | $4,753+39.8% |
| Participant deferral / active EE | $10,759 | $8,101+32.8% | $7,759+38.7% | $6,711+60.3% |
| Admin fee / account holder | $46,816 | $12,402+277.5% | $10,764+334.9% | $11,407+310.4% |