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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 | $145,983 | $185,312-21.2% | $161,489-9.6% | $154,746-5.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 18.39% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,500 | $4,769-47.6% | $4,268-41.4% | $4,379-42.9% |
| Participant deferral / active EE | $6,163 | $6,350-2.9% | $5,630+9.5% | $6,730-8.4% |
| Admin fee / account holder | $4,246 | $18,654-77.2% | $16,006-73.5% | $14,365-70.4% |