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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 | $166,458 | $142,354+16.9% | $125,529+32.6% | $155,188+7.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.7%+3.1pp | 80.8%-3.0pp |
| Annual return | 12.64% | 306.06%-293.4pp | 202.56%-189.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,379 | $3,501-32.1% | $3,058-22.2% | $4,248-44.0% |
| Participant deferral / active EE | $8,447 | $5,491+53.8% | $4,813+75.5% | $6,531+29.3% |
| Admin fee / account holder | $1,191 | $19,392-93.9% | $16,298-92.7% | $14,480-91.8% |