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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 | $112,445 | $165,381-32.0% | $149,730-24.9% | $158,966-29.3% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 17.98% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-285.0pp |
| Employer contribution / active EE | $5,668 | $5,104+11.1% | $4,645+22.0% | $4,762+19.0% |
| Participant deferral / active EE | $6,173 | $7,182-14.1% | $6,843-9.8% | $5,983+3.2% |
| Admin fee / account holder | $1,732 | $10,809-84.0% | $9,310-81.4% | $11,250-84.6% |