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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 | $137,185 | $135,956+0.9% | $123,894+10.7% | $273,972-49.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.70% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,854 | $5,170-64.1% | $4,617-59.9% | $4,869-61.9% |
| Participant deferral / active EE | $3,013 | $6,343-52.5% | $5,984-49.6% | $5,287-43.0% |
| Admin fee / account holder | $57,643 | $9,817+487.1% | $8,357+589.7% | $10,133+468.9% |