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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 | $80,759 | $77,164+4.7% | $178,014-54.6% | $80,874-0.1% |
| Participation rate | 76.5% | 65.7%+10.8pp | 77.1%-0.6pp | 67.6%+8.8pp |
| Annual return | 10.84% | 18.09%-7.3pp | 294.80%-284.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,123 | $2,288-7.2% | $3,950-46.2% | $2,756-22.9% |
| Participant deferral / active EE | $5,109 | $4,408+15.9% | $6,276-18.6% | $4,297+18.9% |
| Admin fee / account holder | $5,579 | $7,164-22.1% | $10,362-46.2% | $6,935-19.6% |