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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 | $140,777 | $86,701+62.4% | $73,309+92.0% | $125,389+12.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | 17.91% | 2.78%+15.1pp | 5.67%+12.2pp | 282.24%-264.3pp |
| Employer contribution / active EE | $2,366 | $4,152-43.0% | $3,237-26.9% | $4,866-51.4% |
| Participant deferral / active EE | $2,817 | $5,549-49.2% | $4,991-43.6% | $5,352-47.4% |
| Admin fee / account holder | $5,044 | $7,768-35.1% | $5,635-10.5% | $9,541-47.1% |