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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 | $166,318 | $228,395-27.2% | $185,861-10.5% | $158,982+4.6% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,607 | $4,968-47.5% | $4,088-36.2% | $4,763-45.3% |
| Participant deferral / active EE | $14,586 | $6,417+127.3% | $5,634+158.9% | $5,983+143.8% |
| Admin fee / account holder | $1,884 | $11,869-84.1% | $9,503-80.2% | $11,252-83.3% |