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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 | $152,399 | $172,111-11.5% | $150,298+1.4% | $137,256+11.0% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 20.63% | 69.37%-48.7pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,607 | $4,636-65.3% | $4,154-61.3% | $4,156-61.3% |
| Participant deferral / active EE | $2,952 | $6,166-52.1% | $5,453-45.9% | $6,407-53.9% |
| Admin fee / account holder | $5,579 | $16,471-66.1% | $14,116-60.5% | $12,270-54.5% |