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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 | $181,401 | $83,908+116.2% | $68,509+164.8% | $125,389+44.7% |
| Participation rate | 87.0% | 78.2%+8.8pp | 74.7%+12.2pp | 83.2%+3.8pp |
| Annual return | 5.39% | 14.48%-9.1pp | 8.27%-2.9pp | 282.24%-276.8pp |
| Employer contribution / active EE | $1,681 | $3,031-44.5% | $2,278-26.2% | $4,866-65.5% |
| Participant deferral / active EE | $4,308 | $4,125+4.4% | $3,382+27.4% | $5,352-19.5% |
| Admin fee / account holder | $2,940 | $8,982-67.3% | $5,275-44.3% | $9,541-69.2% |