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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 | $90,776 | $86,288+5.2% | $111,306-18.4% | $85,851+5.7% |
| Participation rate | 79.2% | 73.3%+5.9pp | 77.3%+1.9pp | 69.3%+9.9pp |
| Annual return | 15.02% | 19.99%-5.0pp | 54.67%-39.7pp | 318.63%-303.6pp |
| Employer contribution / active EE | $1,432 | $2,044-29.9% | $2,732-47.6% | $2,565-44.2% |
| Participant deferral / active EE | $3,299 | $3,641-9.4% | $4,488-26.5% | $3,952-16.5% |
| Admin fee / account holder | $5,653 | $8,189-31.0% | $7,966-29.0% | $6,261-9.7% |