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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 | $141,588 | $162,821-13.0% | $133,978+5.7% | $158,982-10.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 10.14% | 41.95%-31.8pp | 45.10%-35.0pp | 302.99%-292.8pp |
| Employer contribution / active EE | $5,010 | $4,976+0.7% | $3,919+27.8% | $4,763+5.2% |
| Participant deferral / active EE | $9,268 | $5,910+56.8% | $5,047+83.6% | $5,983+54.9% |
| Admin fee / account holder | $9,189 | $11,742-21.7% | $8,930+2.9% | $11,252-18.3% |