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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 | $164,450 | $176,794-7.0% | $146,647+12.1% | $167,553-1.9% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 11.65% | 24.04%-12.4pp | 22.75%-11.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $2,934 | $5,161-43.2% | $4,137-29.1% | $4,840-39.4% |
| Participant deferral / active EE | $6,189 | $6,440-3.9% | $5,506+12.4% | $6,343-2.4% |
| Admin fee / account holder | $11,938 | $13,262-10.0% | $10,281+16.1% | $12,316-3.1% |