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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 | $230,742 | $99,345+132.3% | $84,753+172.3% | $273,972-15.8% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 3.95% | 22.93%-19.0pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,214 | $4,214-47.5% | $3,574-38.1% | $4,869-54.5% |
| Participant deferral / active EE | $6,615 | $4,270+54.9% | $3,712+78.2% | $5,287+25.1% |
| Admin fee / account holder | $1,143 | $6,645-82.8% | $5,333-78.6% | $10,133-88.7% |