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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 | $154,193 | $112,121+37.5% | $95,960+60.7% | $158,966-3.0% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.2pp |
| Annual return | 9.60% | 171.16%-161.6pp | 91.63%-82.0pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,686 | $3,199-47.3% | $2,541-33.7% | $4,762-64.6% |
| Participant deferral / active EE | $8,475 | $4,784+77.2% | $4,167+103.4% | $5,983+41.7% |
| Admin fee / account holder | $1,331 | $10,135-86.9% | $6,797-80.4% | $11,250-88.2% |