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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 | $145,335 | $102,828+41.3% | $105,387+37.9% | $152,909-5.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 17.03% | 20.85%-3.8pp | 26.82%-9.8pp | 345.46%-328.4pp |
| Employer contribution / active EE | $2,684 | $4,473-40.0% | $4,213-36.3% | $4,764-43.7% |
| Participant deferral / active EE | $6,394 | $5,465+17.0% | $5,502+16.2% | $5,851+9.3% |
| Admin fee / account holder | $4,270 | $8,683-50.8% | $6,559-34.9% | $11,601-63.2% |