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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 | $171,698 | $154,193+11.4% | $130,045+32.0% | $139,466+23.1% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 13.66% | 32.51%-18.8pp | -137.30%+151.0pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,750 | $5,292-29.1% | $4,321-13.2% | $4,754-21.1% |
| Participant deferral / active EE | $3,826 | $6,709-43.0% | $5,820-34.3% | $6,712-43.0% |
| Admin fee / account holder | $9,434 | $13,989-32.6% | $10,600-11.0% | $11,409-17.3% |