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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 | $151,404 | $174,379-13.2% | $152,093-0.5% | $138,895+9.0% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 15.92% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,341 | $4,652-6.7% | $4,175+4.0% | $4,194+3.5% |
| Participant deferral / active EE | $5,880 | $6,159-4.5% | $5,451+7.9% | $6,396-8.1% |
| Admin fee / account holder | $5,048 | $16,880-70.1% | $14,497-65.2% | $12,562-59.8% |