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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 | $166,570 | $227,399-26.7% | $189,758-12.2% | $198,609-16.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 79.8%+14.6pp | 82.4%+12.1pp |
| Annual return | 15.28% | 61.03%-45.7pp | 52.62%-37.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $7,409 | $5,526+34.1% | $4,767+55.4% | $5,055+46.6% |
| Participant deferral / active EE | $4,510 | $6,837-34.0% | $5,856-23.0% | $6,977-35.4% |
| Admin fee / account holder | $6,097 | $25,162-75.8% | $20,388-70.1% | $19,030-68.0% |