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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 | $151,666 | $183,516-17.4% | $155,534-2.5% | $145,884+4.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.82% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,179 | $5,315-77.8% | $4,675-74.8% | $4,662-74.7% |
| Participant deferral / active EE | $6,001 | $6,467-7.2% | $5,630+6.6% | $6,690-10.3% |
| Admin fee / account holder | $587 | $19,293-97.0% | $15,900-96.3% | $13,392-95.6% |