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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 | $152,822 | $165,381-7.6% | $149,730+2.1% | $158,966-3.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.35% | 348.29%-336.9pp | 276.70%-265.3pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,773 | $5,104-65.3% | $4,645-61.8% | $4,762-62.8% |
| Participant deferral / active EE | $8,226 | $7,182+14.5% | $6,843+20.2% | $5,983+37.5% |
| Admin fee / account holder | $1,445 | $10,809-86.6% | $9,310-84.5% | $11,250-87.2% |