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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 | $141,497 | $183,592-22.9% | $155,567-9.0% | $145,959-3.1% |
| Participation rate | 70.8% | 82.7%-11.8pp | 78.2%-7.4pp | 80.3%-9.5pp |
| Annual return | 15.18% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $5,375 | $5,315+1.1% | $4,674+15.0% | $4,661+15.3% |
| Participant deferral / active EE | $2,630 | $6,464-59.3% | $5,628-53.3% | $6,689-60.7% |
| Admin fee / account holder | $2,214 | $19,318-88.5% | $15,916-86.1% | $13,398-83.5% |