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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 | $162,057 | $162,1360% | $152,301+6.4% | $154,746+4.7% |
| Participation rate | 82.6% | 84.1%-1.5pp | 82.4%+0.2pp | 80.7%+1.9pp |
| Annual return | 17.22% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $3,826 | $4,890-21.8% | $4,624-17.3% | $4,379-12.6% |
| Participant deferral / active EE | $8,838 | $8,341+6.0% | $8,004+10.4% | $6,730+31.3% |
| Admin fee / account holder | $3,613 | $15,759-77.1% | $14,398-74.9% | $14,365-74.9% |