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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 | $172,676 | $183,627-6.0% | $155,602+11.0% | $145,978+18.3% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 9.31% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $3,806 | $5,316-28.4% | $4,675-18.6% | $4,662-18.4% |
| Participant deferral / active EE | $6,034 | $6,466-6.7% | $5,629+7.2% | $6,690-9.8% |
| Admin fee / account holder | $998 | $19,327-94.8% | $15,923-93.7% | $13,400-92.5% |