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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 | $194,517 | $88,707+119.3% | $74,184+162.2% | $273,972-29.0% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.14% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,700 | $3,159-46.2% | $2,370-28.3% | $4,869-65.1% |
| Participant deferral / active EE | $9,085 | $4,212+115.7% | $3,550+155.9% | $5,287+71.8% |
| Admin fee / account holder | $13,996 | $8,717+60.6% | $5,586+150.6% | $10,133+38.1% |