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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 | $131,469 | $172,111-23.6% | $150,298-12.5% | $137,256-4.2% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 12.63% | 69.37%-56.7pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,170 | $4,636-53.2% | $4,154-47.8% | $4,156-47.8% |
| Participant deferral / active EE | $5,093 | $6,166-17.4% | $5,453-6.6% | $6,407-20.5% |
| Admin fee / account holder | $11,375 | $16,471-30.9% | $14,116-19.4% | $12,270-7.3% |