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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 | $114,377 | $69,977+63.4% | $108,582+5.3% | $62,881+81.9% |
| Participation rate | 72.4% | 72.9%-0.5pp | 79.6%-7.2pp | 69.3%+3.1pp |
| Annual return | 7.30% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $660 | $2,135-69.1% | $3,758-82.4% | $2,281-71.0% |
| Participant deferral / active EE | $4,692 | $3,165+48.3% | $4,311+8.8% | $3,203+46.5% |
| Admin fee / account holder | $13,034 | $5,076+156.7% | $7,645+70.5% | $4,296+203.4% |