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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 | $129,865 | $135,956-4.5% | $123,894+4.8% | $273,972-52.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 3.75% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,391 | $5,170-53.8% | $4,617-48.2% | $4,869-50.9% |
| Participant deferral / active EE | $7,535 | $6,343+18.8% | $5,984+25.9% | $5,287+42.5% |
| Admin fee / account holder | $72,796 | $9,817+641.5% | $8,357+771.1% | $10,133+618.4% |