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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 | $114,018 | $157,296-27.5% | $141,191-19.2% | $152,897-25.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.72% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $6,167 | $5,262+17.2% | $4,736+30.2% | $4,764+29.5% |
| Participant deferral / active EE | $6,497 | $7,111-8.6% | $6,710-3.2% | $5,851+11.0% |
| Admin fee / account holder | $758 | $12,125-93.7% | $10,264-92.6% | $11,599-93.5% |