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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 | $133,112 | $127,387+4.5% | $115,038+15.7% | $125,389+6.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.76% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,507 | $6,423-45.4% | $6,026-41.8% | $5,352-34.5% |
| Admin fee / account holder | $16,633 | $9,516+74.8% | $8,175+103.5% | $9,541+74.3% |