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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 | $107,922 | $124,980-13.6% | $108,359-0.4% | $154,746-30.3% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 19.98% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,131 | $2,851+44.9% | $2,399+72.2% | $4,379-5.7% |
| Participant deferral / active EE | $6,847 | $4,743+44.4% | $4,137+65.5% | $6,730+1.7% |
| Admin fee / account holder | $4,118 | $11,502-64.2% | $9,741-57.7% | $14,365-71.3% |