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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 | $158,045 | $157,296+0.5% | $141,191+11.9% | $152,897+3.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 29.05% | 64.34%-35.3pp | 71.41%-42.4pp | 345.43%-316.4pp |
| Employer contribution / active EE | $1,382 | $5,262-73.7% | $4,736-70.8% | $4,764-71.0% |
| Participant deferral / active EE | $3,879 | $7,111-45.4% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $3,375 | $12,125-72.2% | $10,264-67.1% | $11,599-70.9% |