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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 | $137,016 | $110,410+24.1% | $102,437+33.8% | $145,897-6.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.32% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,105 | $4,217-50.1% | $3,871-45.6% | $4,663-54.9% |
| Participant deferral / active EE | $4,718 | $5,622-16.1% | $5,060-6.8% | $6,689-29.5% |
| Admin fee / account holder | $847 | $9,745-91.3% | $8,388-89.9% | $13,390-93.7% |