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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 | $161,708 | $197,603-18.2% | $177,827-9.1% | $158,950+1.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 30.59% | 58.76%-28.2pp | 48.32%-17.7pp | 302.91%-272.3pp |
| Employer contribution / active EE | $12,435 | $6,698+85.7% | $5,918+110.1% | $4,762+161.1% |
| Participant deferral / active EE | $17,875 | $8,404+112.7% | $7,713+131.7% | $5,983+198.8% |
| Admin fee / account holder | $1,227 | $15,402-92.0% | $12,429-90.1% | $11,248-89.1% |