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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 | $148,753 | $172,111-13.6% | $150,298-1.0% | $137,256+8.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 12.84% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,915 | $4,636-58.7% | $4,154-53.9% | $4,156-53.9% |
| Participant deferral / active EE | $5,213 | $6,166-15.5% | $5,453-4.4% | $6,407-18.6% |
| Admin fee / account holder | $6,956 | $16,471-57.8% | $14,116-50.7% | $12,270-43.3% |