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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 | $170,241 | $232,540-26.8% | $185,117-8.0% | $147,586+15.4% |
| Participation rate | 95.2% | 82.4%+12.9pp | 77.3%+18.0pp | 82.8%+12.4pp |
| Annual return | 15.02% | 43.03%-28.0pp | 40.50%-25.5pp | 578.59%-563.6pp |
| Employer contribution / active EE | $4,340 | $5,195-16.5% | $4,182+3.8% | $4,876-11.0% |
| Participant deferral / active EE | $6,297 | $5,834+7.9% | $5,045+24.8% | $5,439+15.8% |
| Admin fee / account holder | $901 | $10,275-91.2% | $8,159-89.0% | $10,886-91.7% |