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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 | $157,826 | $172,111-8.3% | $150,298+5.0% | $137,256+15.0% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 11.91% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,371 | $4,636-48.9% | $4,154-42.9% | $4,156-42.9% |
| Participant deferral / active EE | $3,771 | $6,166-38.8% | $5,453-30.8% | $6,407-41.1% |
| Admin fee / account holder | $8,741 | $16,471-46.9% | $14,116-38.1% | $12,270-28.8% |