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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 | $179,935 | $100,970+78.2% | $96,576+86.3% | $137,256+31.1% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 17.57% | 38.16%-20.6pp | 38.47%-20.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,470 | $3,809-35.2% | $3,553-30.5% | $4,156-40.6% |
| Participant deferral / active EE | $6,950 | $8,286-16.1% | $7,956-12.6% | $6,407+8.5% |
| Admin fee / account holder | $3,893 | $11,312-65.6% | $11,381-65.8% | $12,270-68.3% |