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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 | $163,316 | $152,592+7.0% | $125,180+30.5% | $152,885+6.8% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 21.35% | 54.84%-33.5pp | 43.79%-22.4pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,685 | $4,947-45.7% | $3,866-30.5% | $4,763-43.6% |
| Participant deferral / active EE | $5,399 | $5,868-8.0% | $4,937+9.4% | $5,851-7.7% |
| Admin fee / account holder | $608 | $13,435-95.5% | $9,703-93.7% | $11,598-94.8% |