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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 | $174,479 | $110,240+58.3% | $96,544+80.7% | $139,487+25.1% |
| Participation rate | 77.3% | 78.1%-0.9pp | 76.0%+1.3pp | 80.3%-3.1pp |
| Annual return | 17.42% | 26.41%-9.0pp | 25.88%-8.5pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,542 | $3,622-29.8% | $2,966-14.3% | $4,755-46.5% |
| Participant deferral / active EE | $21,507 | $5,549+287.6% | $4,851+343.3% | $6,713+220.4% |
| Admin fee / account holder | $1,918 | $11,602-83.5% | $8,254-76.8% | $11,407-83.2% |