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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 | $101,271 | $106,247-4.7% | $96,515+4.9% | $139,466-27.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 12.82% | 38.47%-25.7pp | 35.73%-22.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,869 | $4,106-54.5% | $3,740-50.0% | $4,754-60.7% |
| Participant deferral / active EE | $6,095 | $5,456+11.7% | $4,880+24.9% | $6,712-9.2% |
| Admin fee / account holder | $7,459 | $7,885-5.4% | $6,735+10.7% | $11,409-34.6% |