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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 | $149,952 | $175,231-14.4% | $149,696+0.2% | $139,466+7.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 15.75% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $3,192 | $5,478-41.7% | $4,821-33.8% | $4,754-32.9% |
| Participant deferral / active EE | $8,479 | $6,521+30.0% | $5,682+49.2% | $6,712+26.3% |
| Admin fee / account holder | $2,481 | $16,155-84.6% | $13,212-81.2% | $11,409-78.3% |