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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 | $161,721 | $225,673-28.3% | $203,872-20.7% | $155,188+4.2% |
| Participation rate | 87.5% | 80.3%+7.2pp | 77.8%+9.7pp | 80.8%+6.7pp |
| Annual return | 8.26% | 95.91%-87.6pp | 85.11%-76.8pp | 148.84%-140.6pp |
| Employer contribution / active EE | $5,768 | $4,099+40.7% | $3,757+53.5% | $4,248+35.8% |
| Participant deferral / active EE | $12,147 | $6,893+76.2% | $6,388+90.2% | $6,531+86.0% |
| Admin fee / account holder | $74,958 | $12,327+508.1% | $11,730+539.0% | $14,480+417.7% |