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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 | $161,604 | $162,136-0.3% | $152,301+6.1% | $154,746+4.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 16.38% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,778 | $4,890-63.6% | $4,624-61.6% | $4,379-59.4% |
| Participant deferral / active EE | $4,540 | $8,341-45.6% | $8,004-43.3% | $6,730-32.5% |
| Admin fee / account holder | $2,461 | $15,759-84.4% | $14,398-82.9% | $14,365-82.9% |