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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 | $107,613 | $114,119-5.7% | $107,187+0.4% | $138,895-22.5% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 11.66% | 273.21%-261.5pp | 204.55%-192.9pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,372 | $4,059-41.6% | $3,782-37.3% | $4,194-43.5% |
| Participant deferral / active EE | $5,129 | $5,538-7.4% | $5,096+0.6% | $6,396-19.8% |
| Admin fee / account holder | $1,085 | $10,024-89.2% | $9,162-88.2% | $12,562-91.4% |