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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 | $159,506 | $228,352-30.1% | $185,827-14.2% | $158,950+0.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 18.26% | 40.81%-22.6pp | 35.96%-17.7pp | 302.91%-284.6pp |
| Employer contribution / active EE | $6,570 | $4,967+32.3% | $4,087+60.7% | $4,762+38.0% |
| Participant deferral / active EE | $4,658 | $6,416-27.4% | $5,633-17.3% | $5,983-22.2% |
| Admin fee / account holder | $1,196 | $11,867-89.9% | $9,502-87.4% | $11,248-89.4% |