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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 | $173,754 | $152,460+14.0% | $118,746+46.3% | $147,585+17.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.3%+10.6pp | 82.8%+6.1pp |
| Annual return | 16.49% | 17.41%-0.9pp | 24.54%-8.0pp | 578.57%-562.1pp |
| Employer contribution / active EE | $2,489 | $5,046-50.7% | $4,193-40.6% | $4,876-49.0% |
| Participant deferral / active EE | $7,247 | $6,212+16.6% | $5,332+35.9% | $5,439+33.2% |
| Admin fee / account holder | $1,405 | $16,953-91.7% | $10,720-86.9% | $10,885-87.1% |