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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 | $176,372 | $181,062-2.6% | $158,223+11.5% | $155,188+13.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 16.73% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,548 | $4,565-66.1% | $4,109-62.3% | $4,248-63.6% |
| Participant deferral / active EE | $5,908 | $6,134-3.7% | $5,467+8.1% | $6,531-9.5% |
| Admin fee / account holder | $4,921 | $18,825-73.9% | $16,047-69.3% | $14,480-66.0% |