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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 | $156,624 | $162,136-3.4% | $152,301+2.8% | $154,746+1.2% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 15.71% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,338 | $4,890-52.2% | $4,624-49.4% | $4,379-46.6% |
| Participant deferral / active EE | $7,582 | $8,341-9.1% | $8,004-5.3% | $6,730+12.7% |
| Admin fee / account holder | $4,302 | $15,759-72.7% | $14,398-70.1% | $14,365-70.1% |