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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 | $140,069 | $154,159-9.1% | $130,026+7.7% | $139,456+0.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 21.16% | 32.50%-11.3pp | -137.26%+158.4pp | 373.45%-352.3pp |
| Employer contribution / active EE | $2,509 | $5,292-52.6% | $4,321-41.9% | $4,753-47.2% |
| Participant deferral / active EE | $7,477 | $6,710+11.4% | $5,821+28.5% | $6,711+11.4% |
| Admin fee / account holder | $15,656 | $14,001+11.8% | $10,608+47.6% | $11,407+37.3% |