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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 | $142,135 | $154,228-7.8% | $145,433-2.3% | $137,256+3.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.54% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,617 | $4,804-66.3% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $6,500 | $8,216-20.9% | $7,897-17.7% | $6,407+1.5% |
| Admin fee / account holder | $78,416 | $14,344+446.7% | $13,129+497.3% | $12,270+539.1% |