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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 | $152,592 | $115,903+31.7% | $100,528+51.8% | $158,966-4.0% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+8.9pp |
| Annual return | 12.24% | 34.80%-22.6pp | 30.90%-18.7pp | 302.95%-290.7pp |
| Employer contribution / active EE | $1,565 | $4,105-61.9% | $3,419-54.2% | $4,762-67.1% |
| Participant deferral / active EE | $6,224 | $6,677-6.8% | $6,271-0.8% | $5,983+4.0% |
| Admin fee / account holder | $22,652 | $11,000+105.9% | $8,084+180.2% | $11,250+101.4% |