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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 | $197,069 | $157,829+24.9% | $136,867+44.0% | $198,609-0.8% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 12.11% | 51.25%-39.1pp | 42.97%-30.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,587 | $3,923-59.6% | $3,547-55.3% | $5,055-68.6% |
| Participant deferral / active EE | $8,865 | $5,463+62.3% | $4,924+80.0% | $6,977+27.1% |
| Admin fee / account holder | $1,988 | $11,107-82.1% | $10,340-80.8% | $19,030-89.6% |