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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 | $171,171 | $208,088-17.7% | $186,193-8.1% | $154,746+10.6% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.1%+13.8pp | 80.7%+10.2pp |
| Annual return | 15.05% | 89.97%-74.9pp | 78.03%-63.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,927 | $4,340-55.6% | $3,918-50.8% | $4,379-56.0% |
| Participant deferral / active EE | $10,119 | $7,078+43.0% | $6,513+55.4% | $6,730+50.3% |
| Admin fee / account holder | $14,981 | $11,698+28.1% | $11,058+35.5% | $14,365+4.3% |