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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 | $157,958 | $201,370-21.6% | $184,256-14.3% | $145,897+8.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 11.53% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,510 | $9,808-33.6% | $9,133-28.7% | $6,689-2.7% |
| Admin fee / account holder | $14,917 | $16,364-8.8% | $13,899+7.3% | $13,390+11.4% |