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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 | $106,309 | $110,307-3.6% | $96,576+10.1% | $139,456-23.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 17.49% | 26.40%-8.9pp | 25.87%-8.4pp | 373.45%-356.0pp |
| Employer contribution / active EE | $1,796 | $3,619-50.4% | $2,965-39.4% | $4,753-62.2% |
| Participant deferral / active EE | $4,121 | $5,547-25.7% | $4,851-15.1% | $6,711-38.6% |
| Admin fee / account holder | $1,258 | $11,597-89.2% | $8,253-84.8% | $11,407-89.0% |