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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 | $92,278 | $152,612-39.5% | $125,192-26.3% | $152,897-39.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 24.75% | 54.85%-30.1pp | 43.79%-19.0pp | 345.43%-320.7pp |
| Employer contribution / active EE | $2,121 | $4,947-57.1% | $3,866-45.1% | $4,764-55.5% |
| Participant deferral / active EE | $7,338 | $5,868+25.1% | $4,937+48.6% | $5,851+25.4% |
| Admin fee / account holder | $1,158 | $13,437-91.4% | $9,704-88.1% | $11,599-90.0% |