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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 | $132,996 | $127,386+4.4% | $115,037+15.6% | $125,388+6.1% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | -0.86% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $6,648 | $5,166+28.7% | $4,608+44.3% | $4,866+36.6% |
| Participant deferral / active EE | $6,490 | $6,423+1.0% | $6,026+7.7% | $5,352+21.3% |
| Admin fee / account holder | $6,124 | $9,516-35.6% | $8,175-25.1% | $9,541-35.8% |