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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 | $108,084 | $111,814-3.3% | $103,374+4.6% | $145,959-25.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 10.20% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $2,741 | $4,214-35.0% | $3,869-29.2% | $4,661-41.2% |
| Participant deferral / active EE | $4,925 | $5,618-12.3% | $5,058-2.6% | $6,689-26.4% |
| Admin fee / account holder | $1,081 | $9,754-88.9% | $8,394-87.1% | $13,398-91.9% |