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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 | $151,661 | $162,821-6.9% | $133,978+13.2% | $158,982-4.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 10.38% | 41.95%-31.6pp | 45.10%-34.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $4,536 | $4,976-8.8% | $3,919+15.7% | $4,763-4.8% |
| Participant deferral / active EE | $9,770 | $5,910+65.3% | $5,047+93.6% | $5,983+63.3% |
| Admin fee / account holder | $1,645 | $11,742-86.0% | $8,930-81.6% | $11,252-85.4% |