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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 | $173,799 | $157,276+10.5% | $141,177+23.1% | $152,885+13.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 21.91% | 64.33%-42.4pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,148 | $7,110-55.7% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $3,211 | $12,123-73.5% | $10,263-68.7% | $11,598-72.3% |