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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 | $157,621 | $201,372-21.7% | $184,260-14.5% | $145,884+8.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 9.82% | 29.04%-19.2pp | 28.84%-19.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,024 | $7,024-71.2% | $6,427-68.5% | $4,662-56.6% |
| Participant deferral / active EE | $3,320 | $9,808-66.1% | $9,133-63.6% | $6,690-50.4% |
| Admin fee / account holder | $8,834 | $16,362-46.0% | $13,898-36.4% | $13,392-34.0% |