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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 | $173,676 | $181,062-4.1% | $158,223+9.8% | $155,188+11.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 16.51% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,528 | $4,565-66.5% | $4,109-62.8% | $4,248-64.0% |
| Participant deferral / active EE | $3,531 | $6,134-42.4% | $5,467-35.4% | $6,531-45.9% |
| Admin fee / account holder | $894 | $18,825-95.3% | $16,047-94.4% | $14,480-93.8% |