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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 | $160,182 | $99,053+61.7% | $88,179+81.7% | $138,895+15.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 17.52% | 78.17%-60.6pp | 64.97%-47.4pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,861 | $2,882-35.4% | $2,549-27.0% | $4,194-55.6% |
| Participant deferral / active EE | $16,246 | $5,225+210.9% | $4,614+252.1% | $6,396+154.0% |
| Admin fee / account holder | $1,486 | $8,748-83.0% | $7,673-80.6% | $12,562-88.2% |