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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 | $80,890 | $127,386-36.5% | $115,037-29.7% | $125,388-35.5% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | -0.75% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $6,656 | $5,166+28.8% | $4,608+44.5% | $4,866+36.8% |
| Participant deferral / active EE | $12,283 | $6,423+91.2% | $6,026+103.8% | $5,352+129.5% |
| Admin fee / account holder | $3,200 | $9,516-66.4% | $8,175-60.9% | $9,541-66.5% |