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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 | $152,753 | $183,592-16.8% | $155,574-1.8% | $145,877+4.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.45% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $5,625 | $5,317+5.8% | $4,676+20.3% | $4,663+20.6% |
| Participant deferral / active EE | $4,080 | $6,466-36.9% | $5,629-27.5% | $6,691-39.0% |
| Admin fee / account holder | $2,182 | $19,316-88.7% | $15,914-86.3% | $13,402-83.7% |