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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 | $119,264 | $117,895+1.2% | $102,460+16.4% | $145,897-18.3% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 15.34% | 31.92%-16.6pp | 29.47%-14.1pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,292 | $3,619-36.7% | $3,025-24.2% | $4,663-50.8% |
| Participant deferral / active EE | $5,327 | $5,736-7.1% | $5,056+5.3% | $6,689-20.4% |
| Admin fee / account holder | $7,994 | $13,353-40.1% | $9,460-15.5% | $13,390-40.3% |