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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 | $173,111 | $217,432-20.4% | $185,851-6.9% | $167,553+3.3% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 15.03% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $1,869 | $5,874-68.2% | $5,168-63.8% | $4,840-61.4% |
| Participant deferral / active EE | $3,749 | $6,357-41.0% | $5,569-32.7% | $6,343-40.9% |
| Admin fee / account holder | $6,641 | $19,820-66.5% | $16,245-59.1% | $12,316-46.1% |