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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 | $193,596 | $132,634+46.0% | $115,768+67.2% | $137,256+41.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 15.19% | 160.70%-145.5pp | 100.46%-85.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,816 | $3,360-46.0% | $2,940-38.2% | $4,156-56.3% |
| Participant deferral / active EE | $4,953 | $5,619-11.8% | $4,917+0.7% | $6,407-22.7% |
| Admin fee / account holder | $315 | $15,028-97.9% | $12,439-97.5% | $12,270-97.4% |