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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 | $197,069 | $111,814+76.2% | $103,374+90.6% | $145,959+35.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.78% | 24.77%-11.0pp | 24.89%-11.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,633 | $4,214-13.8% | $3,869-6.1% | $4,661-22.1% |
| Participant deferral / active EE | $6,273 | $5,618+11.7% | $5,058+24.0% | $6,689-6.2% |
| Admin fee / account holder | $7,734 | $9,754-20.7% | $8,394-7.9% | $13,398-42.3% |