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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 | $154,159+11.4% | $130,026+32.0% | $139,456+23.1% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 13.66% | 32.50%-18.8pp | -137.26%+150.9pp | 373.45%-359.8pp |
| Employer contribution / active EE | $3,750 | $5,292-29.1% | $4,321-13.2% | $4,753-21.1% |
| Participant deferral / active EE | $3,826 | $6,710-43.0% | $5,821-34.3% | $6,711-43.0% |
| Admin fee / account holder | $9,434 | $14,001-32.6% | $10,608-11.1% | $11,407-17.3% |