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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 | $159,526 | $185,312-13.9% | $161,489-1.2% | $154,746+3.1% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 15.57% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $6,092 | $4,769+27.7% | $4,268+42.7% | $4,379+39.1% |
| Participant deferral / active EE | $5,801 | $6,350-8.6% | $5,630+3.0% | $6,730-13.8% |
| Admin fee / account holder | $4,464 | $18,654-76.1% | $16,006-72.1% | $14,365-68.9% |