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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 | $84,300 | $154,228-45.3% | $145,433-42.0% | $137,256-38.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 15.04% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,405 | $4,804-70.8% | $4,554-69.1% | $4,156-66.2% |
| Participant deferral / active EE | $6,587 | $8,216-19.8% | $7,897-16.6% | $6,407+2.8% |
| Admin fee / account holder | $10,801 | $14,344-24.7% | $13,129-17.7% | $12,270-12.0% |