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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 | $156,646 | $183,539-14.7% | $155,556+0.7% | $145,897+7.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.49% | 61.31%-43.8pp | 64.84%-47.3pp | 552.29%-534.8pp |
| Employer contribution / active EE | $6,091 | $5,315+14.6% | $4,675+30.3% | $4,663+30.6% |
| Participant deferral / active EE | $6,720 | $6,467+3.9% | $5,631+19.3% | $6,689+0.5% |
| Admin fee / account holder | $3,913 | $19,275-79.7% | $15,885-75.4% | $13,390-70.8% |