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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 | $160,980 | $162,136-0.7% | $152,301+5.7% | $154,746+4.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 18.27% | 91.02%-72.8pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,288 | $4,890-53.2% | $4,624-50.5% | $4,379-47.7% |
| Participant deferral / active EE | $6,931 | $8,341-16.9% | $8,004-13.4% | $6,730+3.0% |
| Admin fee / account holder | $32,584 | $15,759+106.8% | $14,398+126.3% | $14,365+126.8% |