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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 | $126,857 | $117,829+7.7% | $102,423+23.9% | $145,877-13.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 20.99% | 31.83%-10.8pp | 29.42%-8.4pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,015 | $3,615-44.2% | $3,023-33.3% | $4,663-56.8% |
| Participant deferral / active EE | $4,042 | $5,732-29.5% | $5,054-20.0% | $6,691-39.6% |
| Admin fee / account holder | $10,533 | $13,335-21.0% | $9,455+11.4% | $13,402-21.4% |