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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 | $143,948 | $152,619-5.7% | $125,195+15.0% | $152,909-5.9% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.5%+4.2pp |
| Annual return | 20.89% | 54.85%-34.0pp | 43.79%-22.9pp | 345.46%-324.6pp |
| Employer contribution / active EE | $9,397 | $4,947+89.9% | $3,866+143.1% | $4,764+97.2% |
| Participant deferral / active EE | $7,932 | $5,869+35.2% | $4,937+60.7% | $5,851+35.6% |
| Admin fee / account holder | $3,665 | $13,437-72.7% | $9,704-62.2% | $11,601-68.4% |