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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 | $174,987 | $148,629+17.7% | $135,982+28.7% | $139,487+25.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.05% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $3,451 | $5,247-34.2% | $4,859-29.0% | $4,755-27.4% |
| Participant deferral / active EE | $6,902 | $8,102-14.8% | $7,760-11.1% | $6,713+2.8% |
| Admin fee / account holder | $6,227 | $12,406-49.8% | $10,767-42.2% | $11,407-45.4% |