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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 | $158,611 | $112,729+40.7% | $98,716+60.7% | $137,256+15.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 11.50% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,620 | $2,725-40.6% | $2,279-28.9% | $4,156-61.0% |
| Participant deferral / active EE | $4,383 | $4,640-5.5% | $4,048+8.3% | $6,407-31.6% |
| Admin fee / account holder | $41,673 | $10,129+311.4% | $8,703+378.8% | $12,270+239.6% |