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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 | $123,562 | $117,904+4.8% | $102,457+20.6% | $145,978-15.4% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 9.57% | 31.80%-22.2pp | 29.41%-19.8pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,970 | $3,613-45.5% | $3,022-34.8% | $4,662-57.7% |
| Participant deferral / active EE | $4,167 | $5,733-27.3% | $5,054-17.6% | $6,690-37.7% |
| Admin fee / account holder | $24,750 | $13,329+85.7% | $9,451+161.9% | $13,400+84.7% |