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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 | $150,997 | $135,956+11.1% | $123,894+21.9% | $273,972-44.9% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 4.24% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $3,489 | $5,170-32.5% | $4,617-24.4% | $4,869-28.3% |
| Participant deferral / active EE | $8,838 | $6,343+39.3% | $5,984+47.7% | $5,287+67.2% |
| Admin fee / account holder | $1,012 | $9,817-89.7% | $8,357-87.9% | $10,133-90.0% |