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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 | $165,904 | $213,785-22.4% | $185,441-10.5% | $155,188+6.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 80.3%+9.7pp | 80.8%+9.2pp |
| Annual return | 13.47% | 19.97%-6.5pp | 20.16%-6.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,633 | $5,393-51.2% | $4,672-43.6% | $4,248-38.0% |
| Participant deferral / active EE | $7,256 | $6,864+5.7% | $6,152+18.0% | $6,531+11.1% |
| Admin fee / account holder | $1,486 | $21,134-93.0% | $17,890-91.7% | $14,480-89.7% |