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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 | $159,996 | $154,159+3.8% | $130,026+23.0% | $139,456+14.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 12.65% | 32.50%-19.9pp | -137.26%+149.9pp | 373.45%-360.8pp |
| Employer contribution / active EE | $2,306 | $5,292-56.4% | $4,321-46.6% | $4,753-51.5% |
| Participant deferral / active EE | $5,708 | $6,710-14.9% | $5,821-1.9% | $6,711-15.0% |
| Admin fee / account holder | $41,038 | $14,001+193.1% | $10,608+286.9% | $11,407+259.8% |