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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 | $159,571 | $183,516-13.0% | $155,534+2.6% | $145,884+9.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 11.32% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,346 | $5,315-55.9% | $4,675-49.8% | $4,662-49.7% |
| Participant deferral / active EE | $6,849 | $6,467+5.9% | $5,630+21.6% | $6,690+2.4% |
| Admin fee / account holder | $68,470 | $19,293+254.9% | $15,900+330.6% | $13,392+411.3% |