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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 | $150,780 | $172,111-12.4% | $150,298+0.3% | $137,256+9.9% |
| Participation rate | 85.0% | 81.7%+3.3pp | 77.8%+7.2pp | 80.0%+5.0pp |
| Annual return | 37.45% | 69.37%-31.9pp | 62.79%-25.3pp | 220.34%-182.9pp |
| Employer contribution / active EE | $2,493 | $4,636-46.2% | $4,154-40.0% | $4,156-40.0% |
| Participant deferral / active EE | $8,895 | $6,166+44.3% | $5,453+63.1% | $6,407+38.8% |
| Admin fee / account holder | $8,068 | $16,471-51.0% | $14,116-42.8% | $12,270-34.3% |