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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 | $154,786 | $166,020-6.8% | $164,866-6.1% | $145,959+6.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.36% | 100.08%-87.7pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,084 | $5,275-22.6% | $4,343-6.0% | $4,661-12.4% |
| Participant deferral / active EE | $10,726 | $6,961+54.1% | $6,033+77.8% | $6,689+60.4% |
| Admin fee / account holder | $9,968 | $16,644-40.1% | $12,689-21.4% | $13,398-25.6% |