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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 | $133,257 | $209,336-36.3% | $197,124-32.4% | $137,256-2.9% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 21.98% | 48.09%-26.1pp | 44.34%-22.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,254 | $6,591-20.3% | $6,227-15.6% | $4,156+26.4% |
| Participant deferral / active EE | $8,884 | $9,614-7.6% | $9,135-2.7% | $6,407+38.7% |
| Admin fee / account holder | $1,122 | $17,308-93.5% | $16,298-93.1% | $12,270-90.9% |