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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 | $127,326 | $176,105-27.7% | $159,474-20.2% | $167,536-24.0% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 10.85% | 331.91%-321.1pp | 263.68%-252.8pp | 478.82%-468.0pp |
| Employer contribution / active EE | $3,348 | $5,299-36.8% | $4,831-30.7% | $4,839-30.8% |
| Participant deferral / active EE | $6,902 | $7,751-11.0% | $7,353-6.1% | $6,342+8.8% |
| Admin fee / account holder | $1,964 | $12,559-84.4% | $10,802-81.8% | $12,315-84.1% |