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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 | $107,668 | $80,992+32.9% | $96,534+11.5% | $75,173+43.2% |
| Participation rate | 71.0% | 71.8%-0.8pp | 76.0%-5.0pp | 67.2%+3.8pp |
| Annual return | 16.04% | 27.05%-11.0pp | 25.88%-9.8pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,125 | $2,283-50.7% | $2,965-62.1% | $2,671-57.9% |
| Participant deferral / active EE | $3,089 | $3,929-21.4% | $4,851-36.3% | $4,126-25.1% |
| Admin fee / account holder | $2,695 | $6,717-59.9% | $8,253-67.3% | $5,651-52.3% |