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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 | $133,192 | $183,627-27.5% | $155,602-14.4% | $145,978-8.8% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 11.00% | 61.32%-50.3pp | 64.81%-53.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $6,499 | $5,316+22.2% | $4,675+39.0% | $4,662+39.4% |
| Participant deferral / active EE | $3,567 | $6,466-44.8% | $5,629-36.6% | $6,690-46.7% |
| Admin fee / account holder | $6,340 | $19,327-67.2% | $15,923-60.2% | $13,400-52.7% |