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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 | $147,893 | $156,616-5.6% | $133,346+10.9% | $198,609-25.5% |
| Participation rate | 81.0% | 77.7%+3.2pp | 72.8%+8.1pp | 82.4%-1.4pp |
| Annual return | 14.70% | 44.25%-29.6pp | 36.85%-22.2pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,204 | $3,368-64.2% | $2,853-57.8% | $5,055-76.2% |
| Participant deferral / active EE | $3,572 | $4,920-27.4% | $4,332-17.6% | $6,977-48.8% |
| Admin fee / account holder | $2,620 | $17,468-85.0% | $14,264-81.6% | $19,030-86.2% |