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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 | $135,041 | $93,617+44.2% | $135,982-0.7% | $75,177+79.6% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 21.70% | 30.89%-9.2pp | 68.32%-46.6pp | 160.75%-139.0pp |
| Employer contribution / active EE | $1,853 | $3,538-47.6% | $4,859-61.9% | $2,671-30.6% |
| Participant deferral / active EE | $6,640 | $6,406+3.7% | $7,760-14.4% | $4,126+60.9% |
| Admin fee / account holder | $7,261 | $6,980+4.0% | $10,767-32.6% | $5,651+28.5% |