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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 | $145,226 | $156,398-7.1% | $147,318-1.4% | $138,895+4.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 15.26% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,255 | $4,853-53.5% | $4,593-50.9% | $4,194-46.2% |
| Participant deferral / active EE | $6,265 | $8,237-23.9% | $7,906-20.8% | $6,396-2.1% |
| Admin fee / account holder | $1,423 | $14,976-90.5% | $13,708-89.6% | $12,562-88.7% |