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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 | $112,263 | $77,908+44.1% | $149,696-25.0% | $75,173+49.3% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.8%+3.6pp | 67.2%+15.1pp |
| Annual return | 16.83% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,781 | $3,138-43.2% | $4,821-63.1% | $2,671-33.3% |
| Participant deferral / active EE | $6,392 | $3,411+87.4% | $5,682+12.5% | $4,126+54.9% |
| Admin fee / account holder | $2,753 | $5,950-53.7% | $13,212-79.2% | $5,651-51.3% |