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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 | $106,551 | $154,228-30.9% | $145,433-26.7% | $137,256-22.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 15.17% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,369 | $4,804-29.9% | $4,554-26.0% | $4,156-18.9% |
| Participant deferral / active EE | $5,914 | $8,216-28.0% | $7,897-25.1% | $6,407-7.7% |
| Admin fee / account holder | $35,886 | $14,344+150.2% | $13,129+173.3% | $12,270+192.5% |